Ep 69: How to Keep a Client (Hint: It’s Not All About Money) – With Barbara Healy

The Flexible Advisor
13/12/2021 36 min
Ep 69: How to Keep a Client (Hint: It’s Not All About Money) – With Barbara Healy

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Episode Synopsis

Investors can build, manage and monitor their portfolios without ever talking to another human. So why do they choose an advisor? Personal connection. What makes them stay? A satisfying personal connection. In this episode, Laura Gregg and David Partain talk with Barbara Healy, Partner and Senior Financial Planner at Allworth Financial, about creating personal relationships …

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