The Perfect RIA cover image

Encore Episode: Team Building For Financial Advisors With Guest Christine Timms

The Perfect RIA

00:00

Transferring Credibility by Introducing Team Members

Matthew and Christine discuss intentionally positioning associates in meetings so clients trust them as secondary advisors.

Play episode from 06:52
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