Ep 95: Clients Want More Than Advice; They Want A Plan – With Chazz Logue

The Flexible Advisor
16/06/2023 27 min
Ep 95: Clients Want More Than Advice; They Want A Plan – With Chazz Logue

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Episode Synopsis

Why pay a financial advisor for services available on a host of digital platforms?  Today’s clients expect more from a paid financial professional than a diversified investment portfolio. They appreciate advice, but they expect a plan.  In this episode, Laura Gregg speaks with Chazz Logue, Regional Director and Business Development Team Lead of Advice and …

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