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Writer's pictureJay Coulter, CFP®, CIMA®

The Future of Advice with Tony Davidow (EP217)



Industry veteran Tony Davidow comes on The Resilient Advisor Show with Jay Coulter to discuss his new book, Goals-based Investing, and share his framework for some of the major changes we will see in the industry.


Tony Davidow is the President & Founder at T. Davidow Consulting, LLC.


Learn more about 'Goals-Based Investing' by Tony Davidow: https://www.tdavidowconsulting.com/


 

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