Approaching Culture & Inclusion Conversations with Clients & Colleagues
May 14, 2019•59 min•Season 3Ep. 5
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Episode description
Pamela Capalad, CFP®, and Dyalekt focus on meeting people where they are in their journey. They take away the suits, the big desks, and the pretense of anyone being an authority figure in their educational programs, and in Pam’s financial planning practice.
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