))
Ep 95: Clients Want More Than Advice; They Want A Plan – With Chazz Logue
Manage episode 366264283 series 3400544
Content provided by Laura Gregg and David Partain, Laura Gregg, and David Partain. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Laura Gregg and David Partain, Laura Gregg, and David Partain or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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 …
…
continue reading
107 episodes
Share
