On today’s show, we want to explore the ways in which advisors are interacting with clients, how the pandemic has shifted things, and set some expectations for what’s appropriate and effective.
Book A Call With Phil: https://bit.ly/31iOtBO
Phone: (224) 616-2016
Email: PT@BreakoutPrivateWealth.com

Gen X Wealth Academy with Phil Telpner
Ep 28: Is Your Advisor An Effective Communicator?
/
RSS Feed