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January 13, 2021 28 mins
At CRIS Financial, we have a deep bench of professionals that help you plan for your ideal retirement. In this episode, Jim Donewald talks to Nick Heinrich, a financial planning director at Advisory Alpha, about how his team brings additional depth and infrastructure to support client portfolios at CRIS Financial. You will get rare insight … Continue reading Episode 15 – A Behind-the-Scenes Look at How Alpha Advisory Monitors Portfolios to Help You Retire Smarter –– With Nick Heinrich →
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