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Black Diamond Testimonial
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Guest:

Patrick J. Swift, CFP®

Vice President of Wealth Planning, Wealth Advisor

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Panoramix Spotlight Series Episode 02 featuring IMPACTfolio
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FinTech Trends Billing and Performance
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Wealth considerations for business owners
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Succession and Ownership Transitions for Older Advisors
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Future of Wealth Management, Industry Trends

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