The American College of Financial Services: A 100-Year-Old Institution’s Playbook
Автор: ADVISORHUB
Загружено: 2026-02-12
Просмотров: 13
Описание: This week, AdvisorHub’s CEO, Tony Sirianni talks with George Nichols III, President & CEO of the American College of Financial Services. The two discuss professionalizing the life insurance agent and financial advisor, focusing on your clients’ needs, specialization around clients’ financial planning, the dynamics of the family office concept, and the efficiency of using A.I.
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