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Why a Bespoke Partner Model Delivers Better Client Outcomes | Tim Thomas, Badgley Phelps
Not every client fits into a standardized solution—and the best advisory firms know it. In this episode of Next Mile, Tim Thomas, Chief Investment Officer and Wealth Manager at Badgley Phelps, shares why a custom, partner-driven approach leads to better client outcomes than trying to be everything to everyone. If you believe advisory firms ...
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