Listen "Remote client relationships, alternative investments"
Episode Synopsis
Now one year into the pandemic, how can advisors retain strong client relationships in the remote world? (04:33 - 15:35) Why do advisors need to pay attention to the rising popularity of alternative investments? (15:44 - 25:35) ---Stay up to date with the show, Tony, and Tom on Twitter:@ThePlanningDesk@anthonystich@BurmeisterTom
More episodes of the podcast The Planning Desk
Navigating the market with Michael Antonelli
26/05/2021
Staying prepared for industry shifts
30/04/2021
Crypto 101 for advisors with Tyrone Ross Jr.
31/03/2021
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.