IFG › The Art of Client Engagement in Financial Services

The Art of Client Engagement in Financial Services

Darrin Bearden – Founding Partner, Clear Blue Wealth

More Episodes

Ep 34: Building a Planning-First, People-Focused Firm with Kelly Lee & Shane Gaddy

Shane Gaddy & Kelly Lee

Managing Partner/Financial Planners, SGL Wealth Management

Ep 33: Planning for the Next Generation of Advisors with Chris and Nicholas Rios

Chris and Nicholas Rios
Advisors
Financial Strategies Group

Ep 32: Finding Purpose Through Change with Temp Davis

Temp Davis
Financial Planner
Integrated Financial Partners