Insights

Posted on November 15, 2018

How Advisors Can Become the Educators and Influencers of the Future

How can advisors be educators and influencers to their clients? Jud Mackrill, Chief Marketing Officer of Carson Group discusses the excitement the future holds for technology and client experience from beginning to end. Providing deep conversation, adding value and influential to anyone who may or may not be a client builds character for potential opportunities.

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