How to bridge the relationship gap with clients
An engaging client relationship includes the personal and the technical sides of finance.
Renee Hanson, CFP, BFA, CEP, CDFA, CFS, ChFC, APMA, is a private wealth advisor with Affinity Wealth Advisory Group, a private wealth advisory practice of Ameriprise Financial Services. Renee is a 10-year MDRT member and Top of the Table qualifier. She may be contacted at [email protected].
