Creating Lasting Advisory Practices Through Client Experience And Continuity with Jim Mellin
· 37 perc
Epizódjegyzetek
How can financial advisors grow their practice while maintaining strong client relationships?
What does it take to develop future generations of advisors while keeping the human side of advice at the center?
In this episode of Focused On The Future, host Suzanne Siracuse sits down with Jim Mellin, president of advice and wealth management at Equitable Advisors, to talk about building sustainable advisory practices through client experience, advisor development, and thoughtful team structures.
Jim shares how strong relationships, personalized coaching and continuity planning can help…
Weboldal: focusedonthefuture.blubrry.net
