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  • Allison Daniels, Partner, Marcus, Inman & Daniels Wealth Advisors (Video)

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  • Michael Cowan, Managing Principal, Gardens Wealth Management (Video)

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  • Dathan Lumpkins, President, Lumpkins Private Wealth Management (Video)

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  • Keeping the Focus on Clients (Video)

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  • Common Fears of Going Independent (Video)

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  • Spotlight on M&A (Video)

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  • How Independence Gives Advisors Room for Growth (Video)

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  • What Makes the Independent Model Different? (Video)

    July 10, 2023

  • How Independent Advisors Tackle Marketing and Compliance (Video)

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