Interview with Devin Eckberg: A Holistic View of the Client Mindset
Oct 20, 2021•24 min•Season 2021Ep. 12
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Episode description
On this episode of Shaping Change, Ross Marino interviews Devin Eckberg, Chief Learning Officer and Managing Director at Investments and Wealth Institute. They discuss client service through an holistic, comprehensive lens, and the evolution of risk management in the context of retirement.
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