Remote client relationships, alternative investments

17/03/2021 26 min Episodio 2
Remote client relationships, alternative investments

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