Strategies for Turning Difficult Clients Into Favorites

Strategies for Turning Difficult Clients Into...

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Morgan Stanley’s Sterling Shea: Strategies for Scaling Advisor Teams

The firm's head of practice strategy discusses the rise of mega-teams and how advisors can maximize growth. Host: Ray Sclafani. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. 

Jill Zucker: Why AI Could Reprice Financial Advice

The McKinsey & Company senior partner describes what high-performing advisors must do now to defend fees, deepen client trust, and drive organic growth. Host: Steve Sanduski, CFP. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection a ...  Show more

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