Jim Entwisle - Retaining Heirs
Listen in as Patrick chats with speaker Jim Entwisle about his session at the 2020 Advisor Symposium, "Retaining Heirs: How to Connect With Your Next Generation of Clients."
Mar 03, 2020•4 min•Season 1Ep. 4
The 2020 Unified Trust Advisor Symposium
Listen and discover the 2020 Advisor Symposium, an annual conference providing retirement plan advisors the opportunity to learn the latest in industry trends and equip them to further develop their business models.
www.AdvisorSymposium.com
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