Ask Paul – A Look Into The Future Episode 97 – Breaking Down The Client Relationship Lead

July 17, 2023 | By Paul Latham
Financial Advisors Accountants

You’ve seen the proactive planning team approach, now it’s time to dig deeper, and look at one of the key roles, the client relationship lead. Join Paul Latham as he takes us through, Breaking Down The Client Relationship Lead, on a Look Into the Future!

On LIFT, viewers can #AskPaul anything! Evolve Now’s time traveler, Paul Latham, Principal at Haydenrock Solutions, gives us the answers from the future that we need to become a valued and relevant advisor of the 21st century by answering these critical questions.

Message us on any of our socials or tweet @EvolveNowOnline with #AskPaul to have a question answered on a future episode!