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
1 min
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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"

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