How Elite Financial Advisors Manage Client Expectations

How Elite Financial Advisors Manage Client Expectations

iSectors® Selections

04/03/2019 12:00AM

Episode Synopsis "How Elite Financial Advisors Manage Client Expectations"

iSectors, CEO/Founder, Vern Sumnicht and our Chief Investment Officer, Chuck Self discuss how Sumnicht & Associates works with their clients to set goals and manage expectations. Listen and Learn.* iSectors® is a registered trademark of Sumnicht Holdings, LLC. *Disclosure.

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