Andree Peterson

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

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

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

26mins

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