Personalized Planning

Joseph Duran, CEO of United Capital Financial Advisers comments on the importance of convenience to clients in financial advisement. He also talks about the crucial questions advisors must answer and how to make a client’s investing plan relevant to his or her lifestyle and goals.

  • |
  • 02 mins 55 secs

For further information about Asset TV please contact:

Lloyd Layton
Fintexpert
570 Lexington Avenue, 45th floor
New York, NY 10022
Office: +1 212 661 4111
Mobile: +1 203 550 1184
[email protected]