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.
For further information about Asset TV please contact:
570 Lexington Avenue, 20th floor New York, NY 10022 Office: +1 212 661 4111 [email protected]