Creating a data driven relationship with John Sweeney

Jun 13, 2023 · 23m 54s
Creating a data driven relationship with John Sweeney
Description

Client relationships come in all shapes and sizes. How a rep cultivates these relationships can directly impact the success of the client’s financial goals. Our latest podcast, featuring John Sweeney...

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Client relationships come in all shapes and sizes. How a rep cultivates these relationships can directly impact the success of the client’s financial goals. Our latest podcast, featuring John Sweeney of JMS Financial Resource, LLC, discusses how wealth-reporting tools can impact client relationships.
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Author AuguStar Financial
Organization Ohio National
Website -
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