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In the latest episode of Exponential Wealth, Aaron B. Moore of SageCrest Wealth Management and guest Alex Lerch of Oak & Stone Marketing discuss the importance of building strong client relationships, and the use of technology in the financial advisory industry. The discussion also touched on the impact of AI on communication, the changing ways advisors need to share information with clients, and the importance of understanding clients’ needs.
Learn more at https://www.aaronbmoore.com/
