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The PCM Professional Network
Reinvent Rich with Irvin Schorsch
English - March 16, 2020 12:00 - 11 minutes - 9.79 MB - ★★★★★ - 13 ratingsInvesting Business Kids & Family Parenting irvinschorsch reinventrich wealthmanagement Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: What are the Financial Positives of the Spread of the Coronavirus?
The wealth management industry has evolved over the past 25 years. Handling a client's financial affairs is no longer just enough. Client's struggle on how to get the right advice to overcome the hurdles that they don't know how to face. Mark Steinke sits down with Irvin to discuss the robust professional network of corporate partners PCM has designed to bring value and solutions to their clients' lives. Stay tuned!
Highlights: What’s changed over the last 25 years - 0:36 PCM's partners - 2:12 Letting the clients define what they need - 2:43 Helping clients to buy and sell business - 3:38 Addressing the client's needs - 4:02 Trying the services first - 6:10 Ensuring quality for the clients - 8:00
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