PLAY PODCASTS
Nate Fisher: Stay Focused on the Client Relationship | Next Gen

Nate Fisher: Stay Focused on the Client Relationship | Next Gen

Barron's Advisor

March 5, 202621m 37s

Audio is streamed directly from the publisher (pdst.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.

Show Notes

The Carson Wealth managing director and wealth advisor discusses how he assured clients that the fundamental advisor-client relationship and the firm's personalized "look and feel" would remain unchanged as it partnered with Carson..

Learn more about your ad choices. Visit megaphone.fm/adchoices