Best Practices for New Advisors

One of the best practices for new advisors may seem simple, but it is often forgotten. That best practice is communication!  Aaron Leak, Senior Vice President of ECL Private Wealth Management LLC,  joined Sam Del Rowe at @Financial Advisor IQ to further delve into this topic. Clients truly value the communication between themselves and their advisors and want to ensure that their advisors are on top of everything.

 

Watch the full clip here: https://www.financialadvisoriq.com/c/3579124/456264?referrer_module=MarketingTwitter&campcode=MarketingTwitter