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Bridging The Gap - Bridging The Gap EPISODE 49, 13th July 2021
Creating a Consistent Client Experience in Wealth Management
00:00:00 00:36:04

Creating a Consistent Client Experience in Wealth Management

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.