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Kate Holmes from Innovating Advice returns to the XY Podcast to discuss not only the struggles advisers faced in 2020, but also the triumphs and achievements they’ve made throughout a trying year.

EDITORS NOTE: The children’s book mentioned is the “Financial Confidence for Kids” Series by Dr. Mara Catherine Harvey and Mariajosé Gajate Molina

Kate Holmes LinkedIn:

Innovating Advice Website:

This episode is proudly sponsored by HUB24

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