• How we interact with our clients, and why it matters.

  • 2024/12/16
  • 再生時間： 12 分
  • ポッドキャスト

How we interact with our clients, and why it matters.

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  • サマリー

  • In this episode we have 2 special guests that from our team that do a ton for every client we have. Without Destinee Chupp and Tracie Dygert and their work we wouldn't be complete, this episode we get some of their expertise.

    Pareto Systems is not affiliated with Financial Partners Inc or LPL Financial.

    IMPORTANT: The projections or other information generated by Nitrogen, AssetMap and WealthVision regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. These figures may exclude commissions, sales charges, or fees which, if included would have had a negative effect on the annual returns. Investing is subject to risk which may involve loss of principal. No strategy assures success or protects against loss. Past performance is no guarantee of future results. Nitrogen, AssetMap, WealthVision are members of LPL’s vendor affinity program and is in no way affiliated with LPL.
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あらすじ・解説

In this episode we have 2 special guests that from our team that do a ton for every client we have. Without Destinee Chupp and Tracie Dygert and their work we wouldn't be complete, this episode we get some of their expertise.

Pareto Systems is not affiliated with Financial Partners Inc or LPL Financial.

IMPORTANT: The projections or other information generated by Nitrogen, AssetMap and WealthVision regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. These figures may exclude commissions, sales charges, or fees which, if included would have had a negative effect on the annual returns. Investing is subject to risk which may involve loss of principal. No strategy assures success or protects against loss. Past performance is no guarantee of future results. Nitrogen, AssetMap, WealthVision are members of LPL’s vendor affinity program and is in no way affiliated with LPL.
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