How to Attract Business Owners
Includes Q&A Session
Thursday, December 2nd at 12 pm ET
In this webinar, Duncan is joined by special guest Tom Deans as they outline an approach that will help financial professionals to become more indispensable to affluent clients, especially business owners.
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Always On with Duncan MacPherson Podcast
2021-11-17 • 20 second read

Ep. 5: Outsourcing Your Wealth Management with Chris Garcia

What does an advisor of the future look like? How can you adjust your process and team to elevate the client experience?

In this episode, I have a conversation with Chris Garcia, CEO of the Azimont. We discuss Chris’ journey to building a successful Franchise Ready practice. How his focus on people, his practice, and his process have contributed to continued growth while elevating his client experience and referability.

Join me and guest Chris Garcia by clicking here: https://bit.ly/AO_ep_5_garcia

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