November 11, 2021 • 57 mins
What does an advisor of the future look like? How can you adjust your process and team to elevate the client experience? In this episode, Duncan has a conversation with Chris Garcia, CEO of the Azimont Group. They discuss Chris’ journey to building a successful Franchise Ready practice. How his focus on people, his practice, … Continue reading Outsourcing Your Wealth Management with Chris Garcia
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