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Helping Us Help You
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Join us on this episode of "The Currency of Knowledge" as we sit down with Paul Lehman, VP and Head of the Bank/Trust Group at Dimensional Fund Advisors, with over 30 years of experience in the banking industry. Paul shares his personal journey, emphasizing the joys of family life and raising children alongside his career. Take a deep dive into invaluable insights about the roles of wealth managers and financial advisors, stressing the significance of passion and purpose in one's professional life. Don't miss this enriching conversation on the intersection of personal fulfillment and financial expertise.
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