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The Augmented Advisor

A conversation with business leaders and how to best serve clients.

Podcasting since 2020 • 2 episodes

The Augmented Advisor

Latest Episodes

Katie Stokes Chats About Serving Clients Virtually

Katie Stokes, financial analyst for Core Advisors, recently sat down with us for a chat about virtual client service.

May 28, 2020 • Season 1 • Episode 2 • 19:38

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Jason Park Speaks About Virtual Client Service

Jason Park, of Margo/Park Financial, sits down with us to talk about virtual client service.

May 26, 2020 • Season 1 • Episode 1 • 30:05

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