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Disconnected From Your Clients’ Financial Lives? Try a Financial Wellness Ecosystem With Mary Ellen Dugan (Ep. 361)
Oftentimes, advisors aren’t fully involved in their clients’ finances — from big investment decisions all the way down to small daily finances.
How then is it possible to give the best advice if you’re not seeing the whole picture?
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By Matt Halloran, CRO at ProudMouth
4.6
3737 ratings
Oftentimes, advisors aren’t fully involved in their clients’ finances — from big investment decisions all the way down to small daily finances.
How then is it possible to give the best advice if you’re not seeing the whole picture?
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