Episode 6 – Attracting, Serving & Retaining Clients

The Exceptional Advisor Podcast - Podcast tekijän mukaan Investments & Wealth Institute

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Jamie Green, former editor of Investment Advisor and ThinkAdvisor.com, interviews Christine Gaze, president of Purpose Culsulting Group, LLC., on how you can attract new clients amid the heighted expectations of prospective and existing clients and then how advisors can serve and retain clients amid changing demographics.

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