Jim Entwisle - Retaining Heirs

03/03/2020 4 min Temporada 1 Episodio 4

Listen "Jim Entwisle - Retaining Heirs"

Episode Synopsis

Listen in as Patrick chats with speaker Jim Entwisle about his session at the 2020 Advisor Symposium, "Retaining Heirs: How to Connect With Your Next Generation of Clients."