Leigh White - Quicktake Presentation, Advisor Thought Leader Summit 2019
Leigh White of Myriad Advisor Solutions delivered a Quicktake Presentation at the Advisor Thought Leader Summit that took place at Rockhurst University in August 2019 in Kansas City.
Leigh walks us through a five step process for creating a great client experience.
Myriad Advisor Solutions helps financial advisors with key transitions in their business lifecycle and career development. Their motto is, "do what you do best and let us do the rest."
Learn more about Leigh and Myriad Advisor Solutions at MyriadAScom.
Video: 10:17 minutes