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Apr 17, 2019

Patti Brennan, CFP®, CFS®, Royal Alliance Advisor, and President/CEO of Key Financial, Inc. is our featured speaker for the April 17th podcast Feel, Felt Found. During this podcast, Patti discusses her career path, including major milestones.  In 2018, SHOOK analysts ranked Patti 4th in Pennsylvania among wealth...


Apr 3, 2019

The next podcast in this series, Planes, Trains & Automobiles, will premier April 3, 2019.  The featured speaker is Allison Pratt, Executive Vice President, National Sales, Advisor Group.  During the podcast, Allison will tell her career story and how her journey led her to Advisor Group.  She will also talk about her...