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Apr 6, 2022

Whether it’s a client or employee in your office, having a culture focused on caring can make a positive impact. Hear from SagePoint financial professional and W Forum Visionary Donnalee Bowles as she shares what a culture of caring means, how you can build one, and why it’s relevant to you.

This presentation was originally recorded at Advisor Group’s W Forum, an annual event supporting the advancement of women in the wealth management industry.

The W Pulse series, brought to you by Advisor Group, was created by the firm’s Women Forward initiative and the Women’s Advisory Board.