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Podcasts

The Art of Storytelling with Aoifinn Devitt, CIO of the Moneta Group

Aoifinn Devitt, Chief Investment Officer at Moneta, and founder and creator of The Fiftyfaces Podcast takes us on her career marathon from corporate law to being named the first female Chief Investment Officer of the Moneta Group, a US-based RIA with over $30 B in investments.

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The Investment Firm's Guide to CRM Adoption

Struggling to get your investment sales team to adopt a CRM? This eBook will give you the measurable steps you can take to ensure that your team implements and adopts a CRM.

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December Public Pension Meeting Notes

This eBook is a compilation of December's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

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