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Elevating Client Service Standards as an Independent Advisor
Kestra PWS Out Loud Podcast
28 minutes
9 months ago
Elevating Client Service Standards as an Independent Advisor
In this episode of ‘PWS on the Fly,’ Mike Davis of Summiteer Financial joins Rob Bartenstein and Scott Wilson to discuss the mindset an advisor should have when breaking away to start their own firm, elevating client service to drive growth, and advice on how to evaluate your unique circumstances if you are considering independence.
