Julie Littlechild and Steve Wershing on Using Video to Create Meaningful Connection

During the pandemic, advisors had to find new ways to engage with clients. Video proved to be a great resource to deliver and maintain a personal connection with clients and prospects. And there is no turning back. We believe that advisors can benefit from [...]

By |2022-01-03T17:12:48+00:00September 9th, 2021|Categories: Podcast|Tags: , , , , |0 Comments
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