• Episode 6: Communicating with Clients In Changing Times

  • Oct 11 2022
  • Length: 37 mins
  • Podcast

Episode 6: Communicating with Clients In Changing Times

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  • Summary

  • Start your week with legends Andy Cosby and Ermos Erotocritou, CFP. They'll inspire you to achieve more and empower you with tips, stories, best practices, special guests, and more.

    Planswell is reshaping the advisor-client relationship with client-led planning software and delivering exclusive prospective households every month to advisors. Planswell also offers world-class training and support for financial advisors.

    If you're a Financial Advisor and are interested in 10+ new prospective households each month, with over $300k in average AUM, and over $120k in average household income, check out Planswell.
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