How Staying Social Leads to Success

The Next Level Advisor
03/12/2020 31 min Episodio 14
How Staying Social Leads to Success

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Episode Synopsis

With harsher quarantine measures upon us once more, now is a good time to revisit strategies for keeping connected with clients and coworkers alike. Morgan Christiansen, Pinnacle's VP of Retirement Services, joins James Slaughter, founder of Sierra Ridge, to discuss how the latter maintained connections through innovative virtual methods.

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