Ep 28: Is Your Advisor An Effective Communicator?

Gen X Wealth Academy with Phil Telpner

May 5 2022 • 18 mins

On today's show, we want to explore the ways in which advisors are interacting with clients, how the pandemic has shifted things, and set some expectations for what’s appropriate and effective.

Book A Call With Phil: https://bit.ly/31iOtBO

Phone: (224) 616-2016

Email: PT@BreakoutPrivateWealth.com