Episode Synopsis "Jim Entwisle - Retaining Heirs"

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."

Listen "Jim Entwisle - Retaining Heirs"

More episodes of the podcast The 2020 Unified Trust Advisor Symposium

• Jim Entwisle - Retaining Heirs
• Chris Bailey - How Advisors Can be More Productive
• Samantha Russell - Marketing for Financial Advisors
• Dr. Greg Kasten - Artificial Intelligence Fiduciary
• Meet Greg Kasten - LinkedIn Trailer
• The 2020 Advisor Symposium