The future of financial services

The future of financial services

James Silbernagel, CFP?, CEPS, LACP, LUTCF James Silbernagel, CFP?, CEPS, LACP, LUTCF

James Silbernagel, CFP?, CEPS, LACP, LUTCF

Educating, inspiring & motivating insurance & financial professionals to be the best they can be for their communities.

发布日期: 2022年2月21日
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The financial industry has seen some changes in recent decades, and you may be struggling to make a meaningful impact on your clients because of this. Author and Financial Professional Joe Jordan is on this week to talk about the future of financial services and offers advice on how your clients’ best holistic support system.

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