Building Multi-Generational Relationships in Your Advisory Practice

Описание: Your clients’ next generation is your business’s future. In this clip, Joe Cantanucci explains how multi-generational relationships protect both client families and the long-term sustainability of your firm. Learn how AdvisorLink helps advisors serve clients across generations — with models, marketing, and operational support designed for modern practices.

This clip is taken from a recent AdvisorLink webinar. In this session, Joe shares real-world insights on how independent advisors can build community, strengthen their business, and better serve clients.

Learn more: https://www.advisorlink.com/

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