FAN FAV: Building a Collaborative Client-Centric Financial Planning Firm
Building a Collaborative Client-Centric Financial Planning Firm Welcome to a fan favorite episode of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Eric D. Brotman and discusses client needs. Eric D. Brotman, CFP®, is the CEO of…
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