Dynamic Advisor Site Podcast
5 Simple Steps to Retain Widowed Clients
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:58:52
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Sinopsis
During the webcast, Paulette and Judy will discuss the need for financial advisors to engage both partners early on and what steps to take to ensure that widowed clients will want to retain their advisor's services.
