The wealth management industry has evolved over the past 25 years. Handling a client's financial affairs is no longer just enough. Client's struggle on how to get the right advice to overcome the hurdles that they don't know how to face. Mark Steinke sits down with Irvin to discuss the robust professional network of corporate partners PCM has designed to bring value and solutions to their clients' lives. Stay tuned!
Highlights:
- What’s changed over the last 25 years - 0:36
- PCM's partners - 2:12
- Letting the clients define what they need - 2:43
- Helping clients to buy and sell business - 3:38
- Addressing the client's needs - 4:02
- Trying the services first - 6:10
- Ensuring quality for the clients - 8:00
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