Remote client relationships, alternative investments

Remote client relationships, alternative investments

The Planning Desk

17/03/2021 2:00AM

Episode Synopsis "Remote client relationships, alternative investments"

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

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