The Advisor of the Future With Mike “Cy” Cajthaml Jr. (Ep. 30)
Oct 20, 2022•59 min
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Episode description
If you want to distinguish yourself from the advisor down the street, you’ll need to create a memorable client experience that extends beyond financial expertise. This includes being highly process-driven, keeping up with clients’ evolving needs, improving communication, and more. In this episode, Duncan MacPherson speaks with Mike “Cy” Cajthaml Jr., a business consultant at … Continue reading The Advisor of the Future With Mike “Cy” Cajthaml Jr. (Ep. 30) →
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