Episode 43–Client Communication during Crisis w/Christine Gaze & Kathleen Pritchard
The Exceptional Advisor Podcast - Podcast autorstwa Investments & Wealth Institute
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In this special series, Exceptional Advisors in Exceptional Times, Robert Powell, CFP®, editor of Retirement Daily at The Street, interviews Christine Gaze, Founder and Managing Partner at Purpose Consulting Group and also Kathleen Pritchard, CPWA®, CRPC®, ChFC®, CLU®, CFS®, Partner at Purpose Consulting Group.
