The Human Advisor
The Human Advisor
Altruist
Morgen Rochard – What really matters to clients
1 hour 2 minutes Posted Mar 17, 2020 at 1:15 pm.
– The benefits of CFP certification and what needs improvement11:27 – Why advisors need to rethink how they engage with clients in a digital age28:22 – Organic marketing practices to help scale your business45:55 – Embracing authenticity and leaving behind the expectations of your peersLearn more about us  ► https://altruist.com/
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Watch on YouTube04:43 – The benefits of CFP certification and what needs improvement11:27 – Why advisors need to rethink how they engage with clients in a digital age28:22 – Organic marketing practices to help scale your business45:55 – Embracing authenticity and leaving behind the expectations of your peersLearn more about us  ► https://altruist.com/