How Elite Financial Advisors Manage Client Expectations

iSectors® Selections
04/03/2019 21 min
How Elite Financial Advisors Manage Client Expectations

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Episode Synopsis

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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