PhD, MSFS, CFA, CLU®, ChFC®, CFP®
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February 25, 2022
Our wealth management experts Michael Finke, PhD, CFP® and David Blanchett, PhD, MSFS, CFA, CLU®, ChFC®, CFP® join President and CEO of The American College of Financial Services, George Nichols III, for a final conversation on insurance and how companies can demonstrate their value to today's clients and consumers. In this episode of the Wealth, Managed Podcast, they'll discuss the concept of illustrations and how it can assit with public relations and marketing.