PODCAST · business
The Augmented Advisor
by The Augmented Advisor
A conversation with business leaders and how to best serve clients.
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Katie Stokes Chats About Serving Clients Virtually
Katie Stokes, financial analyst for Core Advisors, recently sat down with us for a chat about virtual client service.
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1
Jason Park Speaks About Virtual Client Service
Jason Park, of Margo/Park Financial, sits down with us to talk about virtual client service.
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ABOUT THIS SHOW
A conversation with business leaders and how to best serve clients.
HOSTED BY
The Augmented Advisor
CATEGORIES
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