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The advisor's edition — practice, portfolio, and the book.
Wednesday, August 19, 2026The Morning Brief →Sign in
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Paul Blanco

In PWD coverage since August 14, 2026 · 1 story
PWD coverage
RIA

Barnum CEO: Predictable Lead Flow Drives Advisor Success

Barnum Financial's Blanco sees diversified lead channels as the antidote to unpredictable revenue.
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