AFO|Wealth Management Forward
Attracting Next-Gen Talent and Clients w/ Dan Graham
July 13, 2023
In this episode, Rory engages in a conversation with Dan Graham, the Founder of docVinci and Head of Marketing at Next Gen Planners. Together, they explore strategies for attracting next-gen talent and clients through financial planning. Dan delves into t
This podcast is for Accountants and CPAs who are looking to grow their service offerings and capitalize on their clients. We unlock the secrets to success from subject matter experts to help people evolve both personally and professionally. Rob and Rory o
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