The Advisor Lab by CION

Episode 180 John Roberts: Wealth Management is a Relationship Business


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We sat down with John Roberts, Executive Vice President and Chief Field Officer of Northwestern Mutual, for a conversation on the role of the advisor-client relationship in financial planning. John shared his insight on how advisors are establishing niche specialties to differentiate their practices, and balancing modern technology with human connection in their relationships with clients.

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The Advisor Lab by CIONBy CION Investments

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