EPISODE · Dec 6, 2023 · 27 MIN
Episode 26: Tomorrow's Clients
from IMAP Podcast Series - Independent Thought · host IMAP
James Kingston of Blackrock and Pedro Marin Ramirez, CFP of Marin Wealth discuss tomorrow's clients. Who are they?The rise in unexpected demographicsWhat are the needs of these clients?How to connect with clients families for ongoing support. Social media and tomorrows clients Moderated by David McDonald, CFA of IMAP
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Episode 26: Tomorrow's Clients
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This episode is 27 minutes long.
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This episode was published on December 6, 2023.
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