Worlds to Conquer - Surge And Questions For Your Team
The Perfect RIA
00:00
How Do We Make It Better for Our Clients?
"We spent 40 years massaging these dates and figuring out what works for clients," she says. "Remember that if you're setting up properly in your office, this can be a tough thing to deal with." The company is working on creating a death worth report so it can answer those questions most often asked by the female financial advisor.
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Transcript
