Shownotes
Relevance, value, and leadership are three very important things in the financial advisory industry. Join me and guest, Dave Coffaro, as we discuss how important these factors are in the client experience, firm success, M&A, and much more including Dave's new book "Leading From Zero". In "Leading From Zero", Dave talks about the seven essential elements of earning relevance to be a strategic leader to both employees and clients. Click here to purchase Dave's new book.