What is Practice Management? | Inside Our Playbook скачать в хорошем качестве

What is Practice Management? | Inside Our Playbook

Brian Leitner, head of Mariner Platform Solutions, and Chad Hamilton, senior vice president, practice management group at Mariner Wealth advisors, sit down to talk for a quick introduction to practice management and how they help advisors demonstrate value to clients and build lasting relationships to help clients’ build wealth and achieve their financial goals. How does practice management add value? 1. Help advisors differentiate. 2. Help advisors demonstrate their value to clients. 3. Help advisors deepen their relationships with clients. #practicemanagement #wealthadvisor #financialservices For more information, please visit us online at https://www.marinerwealthadvisors.com/. Subscribe and listen to our podcast, Your Life Simplified Apple Podcasts - https://podcasts.apple.com/us/podcast... Spotify - https://open.spotify.com/show/2vZ0s75... CONNECT WITH US ON SOCIAL LinkedIn -   / mariner-wealth-advisors   Facebook -   / marinerwealthadvisor   Twitter -   / marinerwealth   Instagram -   / marinerwealthadvisors   =================================================================================== These videos are limited to the dissemination of general information and are not intended to be legal or investment advice. Nothing herein should be relied upon as such. The views expressed are for informational purposes only and do not take into account any individual personal, financial, or tax considerations. There is no guarantee that any claims made will come to pass. Disclosures: https://www.marinerwealthadvisors.com...