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The Investipal podcast

The Rational Approach to Wealth Management with Cameron Passmore

Cameron Passmore discusses the relationship between a firm’s purpose, its people and its client experience.

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The Investipal podcast

Purpose and the advisory practice.

With Cameron Passmore

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About this episode

The discussion explores the approach to clients and organizational purpose described by Cameron. It also considers financial literacy, brand building and incentives in the Canadian advisory landscape.

Discussion themes

  • Aligning an organization with its purpose.
  • Financial literacy and brand building.
  • Incentives in the advisory landscape.

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