Introduction

Petum investments and barons invite you to watch an all star panel discuss how the fed is approaching inflation and rates, and where investors should look for opportunities. My guest to day is beverly flaxington, a practiced management consultant and co founder of the collaborative in massachusetts. Ly, last time you were with us, you spoke about the importance of e c for advisers. But this week we're going to turn the tables a bit and talk talk about how to identify e c and clients,. We'll also discuss strategies to help advisers start on a high level by telling me why e c matters in terms of the client relationship.