The Planning Desk Episode 2 | Remote client relationships, alternative investments

March 17, 2021

On this episode of The Planning Desk podcast, Tony and Tom review listener feedback from Episode 1, detail how to retain strong client relationships in the remote world, and explain why advisors need to pay attention to the rising popularity of alternative investments.

Listen to the episode below or watch for the full experience:


 

New episodes of The Planning Desk release every other Wednesday and are available on your podcast platform of choice. Click here to subscribe to the show.

Stay up-to-date with the show by following @ThePlanningDesk along with hosts @anthonystich and @BurmeisterTom on Twitter.