Wealth Management 101 (ft. Mike Kirk)
Aug 16, 2024•24 min•Season 1Ep. 7
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more
Episode description
Mike Kirk, Wealth Manager and Associate Director of Growth, shares his methods of how to effectively maintain relationships with clients and learns a little more about where the interns see themselves following their time at Annex.
For the best experience, listen in Metacast app for iOS or Android