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EP 7 | Wealth Management 101
Manage episode 434687124 series 3585989
Indhold leveret af Emma Sapiro and Annex Wealth Management. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Emma Sapiro and Annex Wealth Management eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
Mike Kirk, Wealth Manager and Associate Director of Growth, shares his methods of how to effectively maintain relationships with clients and learns a little more about where the interns see themselves following their time at Annex.
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