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September 01, 2020 1:37pm
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Live at Exchange: Shaping Wealth CEO Brian Portnoy & Dave Nadig on Behavioral Coaching for Advisors

Money is the biggest source of stress in clients’ lives, above marriage, religion, politics, and others, according to a survey from the American Psychological Association. Dave Nadig, financial futurist at ETF Trends and ETF Database, sat down with thought leader Brian Portnoy, founder and...
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