Ep 28: Is Your Advisor An Effective Communicator? Gen X Wealth Academy with Phil Telpner
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- Investing
On today's show, we want to explore the ways in which advisors are interacting with clients, how the pandemic has shifted things, and set some expectations for what’s appropriate and effective. Book A Call With Phil: https://bit.ly/31iOtBO
Phone: (224) 616-2016
Email: PT@BreakoutPrivateWealth.com
On today's show, we want to explore the ways in which advisors are interacting with clients, how the pandemic has shifted things, and set some expectations for what’s appropriate and effective. Book A Call With Phil: https://bit.ly/31iOtBO
Phone: (224) 616-2016
Email: PT@BreakoutPrivateWealth.com
18 min