Learn How One Advisory Firm Engages Their Clients
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- 01 mins 38 secs
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Brian Boughner of Parallel Financial Advisors discusses how the Black Diamond Client Experience helps his firm have engaging conversations with clients around their personal goals and financial plans.
Channel
FinTechPeople
Brian BoughnerCompanies
Parallel Financial AdvisorsTopics
Client Relationships, Wealth, FinTech
www.blackdiamond.advent.com
To learn more, please contact us
at 800.727.0605 or email [email protected].
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