EPISODE · Mar 22, 2022 · 34 MIN
Refining The Client Experience (Ep.9)
from The Millionaire Next Door
If there is one thing financial advisors have learned from the pandemic, it is the importance of adapting to their client needs. In this episode, Robert Curtiss shares his latest endeavors in refining and enhancing the client experience at Signature Estate and Investment Advisors. Rob reveals what his clients are looking for within their financial … Read More Read More
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This episode was published on March 22, 2022.
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