Why Up To 72% Of Your Financial Planning Client Book Costs MORE To Serve Than It EARNS. - Pillar Client Services

The Financial Planner Life Podcast by Sam Oakes

An adviser told Brian McLaughlin he was about to disengage 300 clients because he simply could not service them anymore. He did not want to. He just could not see another option. Brian McLaughlin is the founder of Pillar...View more