Retirement 360
The Client Experience - February 26, 2022
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:52:08
- More information
Informações:
Synopsis
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.
