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

Banking With Life Podcast by James Neathery

01:12:14
Episode notes
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! ━━━ Become a client! ➫ https://www.bankingwithlife.com/how-to-fast-track-becoming-your-own-banker Buy Nelson Nash's 6.5 hour Seminar on DVD here: ➫ https://www.bankingwithlife.com/product/the-5-part-6.5-hour-video-series-nelson-nash-recorded-live/ (Call us at (817) ...   ...  Read more