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Successful Tips for Intentionally Engaging Clients

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Manage episode 344597399 series 3048284
Content provided by Osaic. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Osaic or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

The W Pulse's 100th episode!

How do you intentionally engage your clients? NextGen financial professional Cammie Sorensen Banks shares her passion around what it means to engage with her clients vs include. On today's special 100th W Pulse episode, she provides insight on what she does differently, especially for her women clients.

The W Pulse series, brought to you by Advisor Group, was created by the firm’s Women Forward initiative and the Women’s Advisory Board.

  continue reading

20 episodes

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Manage episode 344597399 series 3048284
Content provided by Osaic. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Osaic or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

The W Pulse's 100th episode!

How do you intentionally engage your clients? NextGen financial professional Cammie Sorensen Banks shares her passion around what it means to engage with her clients vs include. On today's special 100th W Pulse episode, she provides insight on what she does differently, especially for her women clients.

The W Pulse series, brought to you by Advisor Group, was created by the firm’s Women Forward initiative and the Women’s Advisory Board.

  continue reading

20 episodes

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