Shane Keith - KDI Wealth
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About this listen
We sat down with Shane Keith of KDI Wealth to explore how their firm is doing more than just managing money — they’re building a true community. From Valentine’s Day dinners to wellness events, and even international and domestic trips, KDI is finding innovative ways to bring clients together and deepen relationships. It’s a refreshing take on wealth management: creating experiences that connect people, strengthen trust, and make planning more meaningful.
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