36 min

Creating a Consistent Client Experience in Wealth Management Bridging The Gap

    • Entrepreneurship

Matt Sonnen, Founder & CEO at PFI Advisors, joins me on this episode of Bridging The Gap. We discuss how Matt became interested in wealth management, what advisors need to do to create a consistent client experience, why someone would choose to work with a financial advisor, and more.  

Matt Sonnen, Founder & CEO at PFI Advisors, joins me on this episode of Bridging The Gap. We discuss how Matt became interested in wealth management, what advisors need to do to create a consistent client experience, why someone would choose to work with a financial advisor, and more.  

36 min