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Putting Clients in the Best Financial Position with Don Blanton - Episode 96
Curtis May talks with one of his mentors, Don Blanton, who is the CEO of Money Trax, a company dedicated to training advisors in financial services to improve their level of communication with clients, transfer a greater depth of knowledge on financial topics, and offer reliable guidance through the use of easy to understand conversations designed specifically to increase the financial knowledge of the client. Stay tuned and enjoy!
Curtis' motto is what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about…
The skinny
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