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Michelle Magner: Powering Growth Through an Integrated Framework

Michelle Magner: Powering Growth Through an Integrated Framework

Barron's Advisor

March 24, 202652m 41s

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Show Notes

A partner at Socium Advisors, Magner describes her firm's growth from $12 million to $2.6 billion in assets under management and its shift from investment management to a comprehensive "defensive planning" structure. Host: Ray Sclafani.

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