EPISODE · Mar 30, 2023 · 28 MIN
Financial Insanity 9-3-22: Client Experience and Time Machine to 1965
from Financial Insanity w-Scott McLean · host Scott McLean
It's Preferred Company with your host Scott McLean. Today's show is client experience and time machine to 1965. A better client experience involves not only financial knowledge, but emotional intelligence. That's why having the right financial advisor is important. Scott offers ways to make the client experience better which goes beyond understanding client needs and promoting financial wellness.
What this episode covers
It's Preferred Company with your host Scott McLean. Today's show is client experience and time machine to 1965. A better client experience involves not only financial knowledge, but emotional intelligence. That's why having the right financial advisor is important. Scott offers ways to make the client experience better which goes beyond understanding client needs and promoting financial wellness.
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Financial Insanity 9-3-22: Client Experience and Time Machine to 1965
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