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Erwin Cuellar's avatar

Do you have any shamen job openings?

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Toce Financial Group's avatar

Interesting piece. The premise is certainly correct ie the investment problem has been solved. This is great news for clients because now they can focus on other ways to increase their net worth. The decision tree splinters into a million pieces at this point bc people are just so diverse in their thoughts, feelings and worldviews. We've tried hard to build a culture of genuine expression so that we can attract people who are truly like-minded. As my Jr advisor would say: "your vibe attracts your tribe"

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