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“We got to revisit what works and what doesn't work... and we came up with a solution in 2009 that we still follow today” – Greg Kraminsky

This week, Colin sits down with Greg to revisit what the world of advice looked like in the 90s and how it has evolved over the past three decades.

From the days of paper forms and product pitches to purpose-driven conversations and personalized planning, it’s a look at how far the profession and expectations have come.

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54 episodes