I distilled a keynote talk I did with Don McDonald, co-founder of Vestory Wealth Management, to 40 seconds.
My research is helping advisors convert more prospects into clients.
It’s also enriching all their relationships.
I distilled a keynote talk I did with Don McDonald, co-founder of Vestory Wealth Management, to 40 seconds.
My research is helping advisors convert more prospects into clients.
It’s also enriching all their relationships.
“Get the Best of Both Worlds” is Nonsense