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Episode 135 – NYC Pop-Up Podcast: Tackling the Spectrum of Client Engagement – With Michael Lecours

Power Your Advice

English - December 12, 2022 14:23 - 24 minutes - 25.6 MB
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Previous Episode: Episode 134 – NYC Pop-Up Podcast: Meeting the Needs of Retirees – With Sheryl O’Connor

Next Episode: Episode 136 – NYC Pop-Up Podcast: Serving the EcoSystem of Financial Services – With David Goldman

Michael Lecours is.the Co-Founder of fpPathfinder, an effective tool for advisors to be more diligent in their planning process. Live from our fall Advisorpedia Podcast Pop-Up in New York City, Doug and Michael discuss the innovative tools fpPathfinder has created for advisors to meet the needs and cater to the variability of their clientele. They … Continue reading Episode 135 – NYC Pop-Up Podcast: Tackling the Spectrum of Client Engagement – With Michael Lecours →