Unscripted Episode 60: Wealth Management

Unscripted
31/01/2024 16 min Episodio 60
Unscripted Episode 60: Wealth Management

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Episode Synopsis

In our 60th episode of Unscripted, David is joined by Director of Private Wealth Management Diego Vallota. David and Diego discuss our wealth management services and what is on the horizon for our wealth management group. Diego also provides valuable tips about what to look for and how to approach the conversation when a team member may have a potential client referral. 

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