You're A Financial Planner; Now What?
Building a Relationship-Based Business
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 0:00:00
- Mais informações
Informações:
Sinopse
How has the profession changed over time? Quite a bit, but what hasn’t changed is the heart of everything: building relationships with your clients. In this episode, Hannah talked to Lawrence Sprung, CFP® and founder/ President of Mitlin Financial, about just that. They also discuss his firm’s work, professional niches, social media strategy, and more.
