How to Deepen Client Relationships and Help Families Thrive with Tim Volk (Ep 472)
- Author
- Matt Halloran, CRO at ProudMouth
- Published
- Tue 18 Jun 2024
- Episode Link
- https://proudmouth.com/podcasts/how-to-deepen-client-relationships-and-help-families-thrive-with-tim-volk-ep-472/?utm_source=rss&utm_medium=rss&utm_campaign=how-to-deepen-client-relationships-and-help-families-thrive-with-tim-volk-ep-472
Are the ultra-wealthy just like the rest of us? Depends on whom you ask.
How can financial advisors better serve their clients by addressing the human element of wealth, particularly within ultra-high-net-worth families? They listen to Tim Volk.
