36 min

Ep 69: How to Keep a Client (Hint: It’s Not All About Money) – With Barbara Healy The Flexible Advisor

    • Management

Investors can build, manage and monitor their portfolios without ever talking to another human. So why do they choose an advisor? Personal connection. What makes them stay? A satisfying personal connection. In this episode, Laura Gregg and David Partain talk with Barbara Healy, Partner and Senior Financial Planner at Allworth Financial, about creating personal relationships … Continue reading Ep 69: How to Keep a Client (Hint: It’s Not All About Money) – With Barbara Healy →

Investors can build, manage and monitor their portfolios without ever talking to another human. So why do they choose an advisor? Personal connection. What makes them stay? A satisfying personal connection. In this episode, Laura Gregg and David Partain talk with Barbara Healy, Partner and Senior Financial Planner at Allworth Financial, about creating personal relationships … Continue reading Ep 69: How to Keep a Client (Hint: It’s Not All About Money) – With Barbara Healy →

36 min