The Flexible Advisor
Ep 3: How to Prospect in Times of Crisis – With Susan Danzig
What are you doing to be of service not only to your clients but to their friends and family who are looking for direction and certainty? In this episode, Laura Gregg and David Partain are joined by Susan Danzig, a consultant for financial advisors. Together, they delve into the impact that the current pandemic is … Continue reading Ep 3: How to Prospect in Times of Crisis – With Susan Danzig →