Samantha Lamas
,
The Human Side of Money
94: Why Clients Actually Hire & Fire Their Financial Advisors with Samantha Lamas and Danielle Labotka
14 Sep 2023
• EN
If you want to convert more prospects into life-long clients… You need to know the answer to two questions: 1) Why do people hire a financial advisor? 2) Why do people fire their financial advisor? They just might be the two most important questions for any advisory business. Fortunately, Samantha Lamas and Danielle Labotka did … Read More Read More
From "The Human Side of Money"
Comments
Add comment Feedback