Ep 95: Clients Want More Than Advice; They Want A Plan – With Chazz Logue

Update: 2023-06-16

Description

Why pay a financial advisor for services available on a host of digital platforms? Today’s clients expect more from a paid financial professional than a diversified investment portfolio. They appreciate advice, but they expect a plan. In this episode, Laura Gregg speaks with Chazz Logue, Regional Director and Business Development Team Lead of Advice and …

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Ep 95: Clients Want More Than Advice; They Want A Plan – With Chazz Logue

Laura Gregg and David Partain

#box-pro-ellipsis-172676283959164{-webkit-line-clamp:2;}Ep 95: Clients Want More Than Advice; They Want A Plan – With Chazz Logue

Ep 95: Clients Want More Than Advice; They Want A Plan – With Chazz Logue

Laura Gregg and David Partain

Ep 95: Clients Want More Than Advice; They Want A Plan – With Chazz Logue