3 Podcast Episodes
The Evolution Of Client Communication With Carol Anderson and Andree Peterson (Ep.31)
The Evolution Of Client Communication With Carol Anderson and Andree Peterson (Ep.31)
With technology’s constant evolution, the number of ways financial advisors can provide efficient and comprehensive advi... Read more
30 Mar 2022
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29mins
344. How To Make Your Transition to a New Firm Less Overwhelming With Andree Peterson
344. How To Make Your Transition to a New Firm Less Overwhelming With Andree Peterson
Transitioning to a new firm can feel overwhelming due to various reasons… such as moving clients, repapering, and adjust... Read more
18 Jan 2022
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25mins
Episode 5 – The Culture of Businesses – with Andree Peterson and George Moriarty
Episode 5 – The Culture of Businesses – with Andree Peterson and George Moriarty
Culture is a word often used, but how critical is culture for a company? In this episode, Matt Ackermann is joined by An... Read more
25 Feb 2021
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26mins