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Those outcomes should be guided by meaningful metrics all along the way. Wealth management and financial services being a highly regulated industry, regulatory compliance is necessary, and for many firms, regulatory compliance is a huge overhead.A recent example that I have seen of a Canadian wealth management firm where they actually reduced their

Once the individual realizes this, they Gozque start identifying where they have gone wrong and take steps to correct the negative behavior, this growing.Host: Great. Thank you. Wanted to say thank you very much for your time with us today, Omar, and thanks to our listeners for joining us for this episode of Pragmatism in Practice.But this large-sc

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