September 1, 2020 • 00:40:23

Episode 255 – How To Work With Underserved Communities and Still Attract High-Net-Worth Clients – With Adri Miller-Heckman

How can you attract more high-net-worth clients and still help groups that are typically underserved by advisors? - Today, Matt is joined by Adri Miller-Heckman, founder of FemXadvisor. Adri shares the story of her rebrand into FemXadvisor and how sh...

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