Tony Sirianni with Key Financial’s Patti Brennan on Empowering Advisors to Serve Their Clients
Update: 2024-08-27
Description
AdvisorHub’s CEO, Tony Sirianni talks with Patti Brennan — CEO of Key Financial, Inc. The two discuss the transition from a career as a nurse to advisor, the key to listening and showing compassion for clients, measuring new money and retention, being transparent with those that work for you, and avoiding burnout and creating a winning game.
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