The disconnect between advisors and their clients
- Author
- Charisse Rivers
- Published
- Thu 25 Nov 2021
- Episode Link
- https://omny.fm/shows/retirement-coffee-talk/the-disconnect-between-advisors-and-their-clients
A new study shows some advisors are out of touch with their client needs. How do you make sure you and your advisor are on the same page?
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