
Ep 262: Asking More Questions In The Discovery Process To Deepen Client Relationships With Melanie Milam
Financial Advisor Success
How to Be a Successful Oil and Gas Business Owner
CNN's John Defterios sat down for a Q&A with the CEO of an investment firm in Midland, Texas. He said he wanted to focus on people who are transitioning from one oil company to another and that was part of his business model. The other thing about it is you can't do just lots of clients, anything for everyone, defterios added.
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