Disconnected From Your Clients’ Financial Lives? Try a Financial Wellness Ecosystem With Mary Ellen Dugan (Ep. 361)
- Author
- Matt Halloran, CRO at ProudMouth
- Published
- Tue 17 May 2022
- Episode Link
- https://proudmouth.com/podcasts/disconnected-from-clients-financial-lives-try-a-financial-wellness-ecosystem-with-mary-ellen-dugan-ep-361/?utm_source=rss&utm_medium=rss&utm_campaign=disconnected-from-clients-financial-lives-try-a-financial-wellness-ecosystem-with-mary-ellen-dugan-ep-361
Oftentimes, advisors aren’t fully involved in their clients’ finances — from big investment decisions all the way down to small daily finances.
How then is it possible to give the best advice if you’re not seeing the whole picture?
