Barron's Advisor cover image

Doug Messina: Be Yourself and Connect With Clients | Next Gen

Barron's Advisor

00:00

Three Rules for Building Client Relationships

Doug advises new advisors to be honest, be themselves, and always put themselves in the client's shoes.

Play episode from 03:06
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app