Helping Financial Advisors Think Through Private Market Investing with Apollo's Lucy Xin
Jul 21, 2026 - 00:27:17
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Rule #1: Be Someone Clients Want to Take a Phone Call From – With Creative Planning’s Jeff Stolper
Creative Planning has been trusted with more than $700 billion in client assets under management and advisement. A simple truth? That doesn’t happen by accident. Jeff Stolper – the firm’s Director of Financial Planning –...
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