Creating a data driven relationship with John Sweeney
Jun 13, 2023 ·
23m 54s
Client relationships come in all shapes and sizes. How a rep cultivates these relationships can directly impact the success of the client’s financial goals. Our latest podcast, featuring John Sweeney...
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Client relationships come in all shapes and sizes. How a rep cultivates these relationships can directly impact the success of the client’s financial goals. Our latest podcast, featuring John Sweeney of JMS Financial Resource, LLC, discusses how wealth-reporting tools can impact client relationships.
show less
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| Author | AuguStar Financial |
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