At the Cusp of Making a Major Leap in Financial Advising

How do you communicate with clients? Diahann Lassus, CFP, CPA, President of Lass Wherley, a Subsidiary of Peapack- Gladstone Bank talks through the great content FPA conference provides, problem solving and getting to know what your clients needs. By learning and listening everyday, advisors can get to know people so much better.

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  • 04 mins 04 secs

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