Click below to listen to Episode 22 – Top 15 Client Questions
Top 15 Client Questions
Here at CIS Wealth Management Group, we get a lot of great questions on a daily basis from clients, and many of these questions are the one and the same. Bob and Mary Jo decided to record a program based on the most common questions that we receive as financial advisors. This includes questions like:
- How are you paid?
- Why do clients leave?
- And what is a fiduciary?
HOSTED BY: Bob Barber, CWS® and Mary Jo Lyons, CFP®