Clients for Life

Clients for Life

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Financial expertise is no longer sufficient. Clients want someone who deeply understands them and who can walk them through whatever life throws at them. Can that be you? Listen to these 10-minute Clients for Life interviews. In each one, advisors in firms large and small share the best practices…

Ken Florian


    • Dec 3, 2018 LATEST EPISODE
    • infrequent NEW EPISODES
    • 11m AVG DURATION
    • 3 EPISODES


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    Latest episodes from Clients for Life

    ep. 3: JJ Burns of JJ Burns & Company

    Play Episode Listen Later Dec 3, 2018 14:52


    burns
    ep. 1: Jane Yoo of Jane Financial

    Play Episode Listen Later Nov 2, 2018 11:21


    financial
    ep 2: Mel Colwell of Galecki Financial Management

    Play Episode Listen Later Oct 30, 2018 9:16


    financial management colwell galecki

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