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Interview with Devin Eckberg: A Holistic View of the Client Mindset
On this episode of Shaping Change, Ross Marino interviews Devin Eckberg, Chief Learning Officer and Managing Director at Investments and Wealth Institute. They discuss client service through an holistic, comprehensive lens, and the evolution of risk management in the context of retirement.
Learn more about Investments and Wealth Institute
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©Advisor2X. All Rights Reserved.
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By Ross Marino, CFP®, CPFA, CeFT®
5
66 ratings
On this episode of Shaping Change, Ross Marino interviews Devin Eckberg, Chief Learning Officer and Managing Director at Investments and Wealth Institute. They discuss client service through an holistic, comprehensive lens, and the evolution of risk management in the context of retirement.
Learn more about Investments and Wealth Institute
Twitter
LinkedIn
YouTube
Get your copy of "Shaping Change"
Connect With A2X Social:
Facebook
LinkedIn
Instagram
Twitter
Learn More About Advisor2X
©Advisor2X. All Rights Reserved.