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