Phillip Gillard: Focus Like a Laser on Your Clients

24/04/2025 23 min
Phillip Gillard: Focus Like a Laser on Your Clients

Listen "Phillip Gillard: Focus Like a Laser on Your Clients"

Episode Synopsis

"Being a successful advisor is having a good relationship with your clients and building that trust," says the principal private wealth adviser at Shadforth Financial Group. "It's less about technical skills." Host: Chris Freeman.

Learn more about your ad choices. Visit megaphone.fm/adchoices