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FEATURED ARTICLES AND PODCASTS

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Six Keys to Extraordinary Teamwork

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Envestnet Institute

Michael Futterman - The art of Storytelling

Michael Futterman on the Art of Storytelling

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Becoming Referable Podcast

Growing your business
self-care

Care for Clients by Caring for Yourself

Featured on Financial Planning Association

mountain biking in Colorado

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Take it From The Iron Woman Podcast

What Motivates You? Mountain Biking in Colorado

wowing your clients

What Your Clients Need Now 

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Envestnet Institute

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succession plan

Need a Succession Plan? Three Questions to Help You Get Started

Featured on Financial Planning Association​

Closing conversation gap with clients
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