Protinus is an intellectual property company providing custom service offerings that help financial advisors deliver deep support to their clients. More
July 31, 2014
Check out my interview with Michael Kitces. Michael is a financial advisor who has a similar philosophy as I do about lifelong learning and providing quality client services. In this interview Michael discusses the transition from Assets Under Management to Wealth Advisory Services, Mind Mapping and technology as it relates to advisors.
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Please call us for details at (847) 730-1770 or contact us for a registration form today! All workshops are held in the Chicago area.
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