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Get all your Continuing Education credits for Canadian Financial Planners, Investment Advisors, and Insurance Agents in a podcast! Subscribe at bccquiz.online for the quiz.
Episodes
Wednesday Jan 19, 2022
Wednesday Jan 19, 2022
Advisor and FinTech entrepreneur Brandon Chapman joins Jason for a discussion of how Brandon built a tech tool to simplify client onboarding.
Subscribe at the CE Drive Podcast Page to get access to Quizzes!
Supplementary Materials:
MEET JANE
Communication Essentials for Financial Planners: Strategies and Techniques
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