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Creating a Consistent Client Experience in Wealth Management
Episode 4913th July 2021 • Bridging The Gap • Bridging The Gap
00:00:00 00:36:04

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Matt Sonnen, Founder & CEO at PFI Advisors, joins me on this episode of Bridging The Gap. We discuss how Matt became interested in wealth management, what advisors need to do to create a consistent client experience, why someone would choose to work with a financial advisor, and more.