Ep 28: Is Your Advisor An Effective Communicator?

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.

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