
The disconnect between advisors and their clients
Retirement Coffee Talk · Charisse Rivers
November 25, 202113m 3s
Audio is streamed directly from the publisher (p.podderapp.com) 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
A new study shows some advisors are out of touch with their client needs. How do you make sure you and your advisor are on the same page?
See omnystudio.com/listener for privacy information.