Episode 8: A how-to guide for working with business owners
Jan 8, 2021 ·
17m 17s
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Description
Thanks to larger amounts of investable assets and a variety of personal and professional needs, business owners are some of the most sought-after clients in financial services. In this episode,...
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Thanks to larger amounts of investable assets and a variety of personal and professional needs, business owners are some of the most sought-after clients in financial services.
In this episode, Brad Lawing of Prevail Innovative Wealth Strategies joins us to discuss how he prospects for business owner clients, how he retains them and the importance of working with their other professionals.
show less
In this episode, Brad Lawing of Prevail Innovative Wealth Strategies joins us to discuss how he prospects for business owner clients, how he retains them and the importance of working with their other professionals.
Information
Author | AuguStar Financial |
Organization | Ohio National |
Website | - |
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