How to Attract Business Owners
Includes Q&A - with Duncan
Thursday, May 19th at 12 pm ET
Many Advisors focus on developing relationships with business owners as they are a natural fit and considered ideal clients. In fact, these clients are not unlike you, they have a similar mindset, are entrepreneurial and devoted to the enterprise value of their business.
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Always On with Duncan MacPherson Podcast
2021-11-17 • 20 second read

Ep. 5: Outsourcing Your Wealth Management with Chris Garcia

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, I have a conversation with Chris Garcia, CEO of the Azimont. We discuss Chris’ journey to building a successful Franchise Ready practice. How his focus on people, his practice, and his process have contributed to continued growth while elevating his client experience and referability.

Join me and guest Chris Garcia by clicking here: https://bit.ly/AO_ep_5_garcia

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