Episode Synopsis "Katie Stokes Chats About Serving Clients Virtually"

Katie Stokes, financial analyst for Core Advisors,  recently sat down with us for a chat about virtual client service. 

Listen "Katie Stokes Chats About Serving Clients Virtually"

More episodes of the podcast The Augmented Advisor

• Katie Stokes Chats About Serving Clients Virtually
• Jason Park Speaks About Virtual Client Service