KYC + KYP + ESG

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I created a short video of my ponderings and concerns with ESG funds, KYP, and KYC. Check it out!

People (and maybe that includes you) are stressing you out.

So let’s do something about it. I help finance professionals like you solve business problems that involve people. You’ll learn why your clients do what they do, why you react the way you do and how to handle it all with less stress, less risk and more revenue. Yes, that’s how counselling and CE credits can impact you.

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