Working Within the New Normal
Charlie Rocco of MONECO Advisors discusses how Covid-19 changed the financial services profession.
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View DetailsJanuary 29, 2021
We're joined by Charlie Rocco of MONECO Advisors on the NextGen in 10 Podcast for a discussion on the impact of the COVID-19 pandemic on financial advisors and how to transition to a remote advisory model. This episode begins a conversation on how Covid-19 has changed the financial services profession and what effects those changes have had on clients, advisors, and the business as a whole.
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