Keep it simple—consider positive statements about the changes and demonstrate your desire to continually improve.
The impact of Google on wealth management can’t be ignored, and the best firms will embrace this truth.
Thinking about a client’s time will add value and result in a more meaningful relationship.
Please log back in before proceeding.
There was an error logging in. Please try again.
Congrats! You are now logged in. Your exam is being submitted.
