Retirement 360
The Client Experience - February 26, 2022
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 0:52:08
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Sinopse
What is it like to come into a financial planning office? Today Alan takes you through that experience with Mercurio Wealth Advisors, from the moment you first make contact through the process of putting a Game Plan together all the way through implementing that plan once it is agreed upon.