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Episode 10 - Building the right client base episode artwork

Jun 8, 2022 35 min

Episode 10 - Building the right client base

from FAAA Podcast

In this episode of the FPA Podcast, Sue Viskovic of Elixir Consulting joins Ben Marshan, Head of Policy, Innovation & Strategy, FPA to discuss how financial planning practices can effectively execute a strategy that targets the right type of client for their business.

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Episode 10 - Building the right client base

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This episode is 35 minutes long.

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This episode was published on June 8, 2022.

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