Dan RichardsEllen Bessner
The importance of meeting face to face
In part three of a six-part series, “Keeping your practice compliant,” Ellen Bessner, partner, Babin Bessner Spry LLP, and Dan Richards, CEO, Client Insights, explain why face-to-face meetings are essential to advisors’ know-your-client obligations.
- By: Dan Richards, Ellen Bessner
- June 27, 2016 November 9, 2019
- 05:30