Human-centric Investing Podcast
How Client Workshops Can Transform Your Longevity Planning Business
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 0:24:50
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Sinopse
Financialprofessionals can find out exactly what their clients want by offering and facilitating client workshops. Jonathan Ainsley, CEO of InvestInU shares how this very unique learning experience is the key to transforming your longevity-planning advice.
