Wells Fargo Asset Management: Essential Practice Podcast
512: Do advisors know what their clients want?
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:08:51
- More information
Informações:
Synopsis
What investors want and what advisors think they want can sometimes differ, so getting everyone on the same page could bode well for your client relationships and practice. A transcript is on our blog, AdvantageVoice®.