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Episode 7: The Importance of Transparency with Clients and Staff

05/13/2020

 In the latest edition of Kestra Out Loud, we chatted with Scott Cohen of CD Wealth Management about how he successfully balances being a financial professional & business owner.

 

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Financial Advisors:

Let's chat about what we can do for you and your clients.

Fill out the form below and a representative will contact you shortly. All information provided will be handled in the strictest confidence.

*required form fields

If you prefer to talk on the phone call 800-508-SOAR.

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