Rejuvenate Your Client Relationships

Advisors, are you looking for ways to rejuvenate your client relationships?

Creating a meaningful impact in their lives is only a part of it. It’s equally important that your clients know (and appreciate) your value and process!

In this episode, Duncan MacPherson joins Matt Cardella, financial advisor at Raymond James, who shares how his business has achieved professional contrast and improved relationships with a process-driven approach.

Tune in here: paretosys.co/AODM_ep47