What Does a Genuine Client Advisory Process Look Like? (BWL POD #0165)

In this episode of The Banking With Life Podcast, James & Ryan reflect on the 2023 Nelson Nash Institute Think Tank. They also discuss the character & value of a genuine client advisory process! As always, we hope you enjoy and thank you for listening! Make sure to like and subscribe to join us weekly on the Banking With Life Podcast! ━━━ ... Ver más
Mar 17 2023