How to Build Client Trust With Mike Lecours
Elementality for Financial Advisors | Elements Financial Vitals System™
Epi Pathfinder - What's It All About?
Michael LeCore from Epi Pathfinder joins the show to talk about his company's products. He says they help advisors have more diligent communication and conversations with their clients on financial planning topics. "We do that just to help advisors come across as being smarter," he says.
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