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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