Improving the client experience boosts the bottom line, says Equitable Advisors chairman

Name: Improving the client experience boosts the bottom line, says Equitable Advisors chairman
Uploaded: 2023-11-01T15:57:45Z
Description: David Karr, chairman of Equitable Advisors, sits down with InvestmentNews anchor Gregg Greenberg to discuss ways that financial advisors can expand their practices and increase referrals by improving client experiences.

David Karr, chairman of Equitable Advisors, sits down with InvestmentNews anchor Gregg Greenberg to discuss ways that financial advisors can expand their practices and increase referrals by improving client experiences.