VIDEO: Don’t Annoy Clients; Don’t Get Replaced By A PC

Rate this post

Here’s how not to annoy new clients. Plus, a look at how advisers can add value. And, here’s what an adviser should consider before changing technology platforms.

[grabpress_video guid=628b3796f2f5faae43246135b33d81d492d2c064 embed_id=2054693]

Thanks for checking us out. Please take a look at the rest of our videos and articles.

To stay in the loop, bookmark our homepage.