What Makes a Good Wealth Manager Great? Incorporating the Human Element |Eric Lawton, President , Impact Financial. 00:10:00
Eric Lawton, President of Impact Financial, delves into the essential qualities that elevate a good wealth manager to greatness. While affluent individuals, families, and business owners often have access to top-tier financial expertise, achieving a truly comprehensive and customized wealth plan requires more than just technical knowledge. It involves integrating the human element into client interactions.
