<p>Alejandra Slatapolsky joins the podcast to discuss how financial professionals can cultivate a holistic experience for clients, from on-boarding to years-long relationships, as well as the value of asking "Why?"</p>

Alejandra Slatapolsky joins the podcast to discuss how financial professionals can cultivate a holistic experience for clients, from on-boarding to years-long relationships, as well as the value of asking "Why?"

36: How to Work Smarter: Digging Deep to Create a Truly Meaningful Journey for Clients

Steve Seid and Kurt Dupuis, Regional Vice Presidents for Touchstone Investments, explore the challenges and opportunities that Financial Professionals face today. With interviews from clients, subject matter experts, and other industry professionals, The Whole Truth strives to be timely, actionable, and concise – with a promise to always leave on a high note.

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36: How to Work Smarter: Digging Deep to Create a Truly Meaningful Journey for Clients

36: How to Work Smarter: Digging Deep to Create a Truly Meaningful Journey for Clients