CLS sits down with financial advisor John Plaza, Securities America Advisors, where he talks about how essential it is to know your client’s personality, needs, desires, and pressure points when working towards building a successful relationship.
Category: Higher Calling
Higher Calling: Chanda Sour, Ludwig Financial Group
CLS sits down with financial advisor Chanda Sour, Ludwig Financial Group, where he explains the emotional impact becoming a financial advisor has had on him.
Higher Calling: Johnathon Davis, JT Davis Asset Management
CLS sits down with financial advisor Johnathon Davis, JT Davis Asset Management, where he discusses the importance of treating his client-relationships as friendships.