Client, Portfolio, and Business Reviews | Education Station (E6) 2022

October 27, 2022

Firm CPR:
Eric Clarke Podcast:

In episode six of Education Station, the Advisor Education Team makes three stops to discuss the importance of client, portfolio, and business reviews to stop, assess, and ensure things are running smoothly.

00:24 – Announcement
02:06 – Client Reviews
06:22 – Portfolio Reviews
10-57 – Business Reviews
16:37 – Disclosures

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