Are You Prepared to Retain the Boomer Wealth Transfer?

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Cory Sims, an advisor in Cincinnati, talks with Deep Dive host Jay Hummel about how he’s setting the stage to be the advisor that his clients’ beneficiaries know and trust. 

Cory Sims: Cory Sims is the managing member and investment advisory representative for Sims Investment Management. He graduated from the University of Cincinnati with a double major in finance and real estate and resides in greater Cincinnati. 

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