Chris Karram, co-CEO and financial advisor with Safebridge Financial Group, discusses how to identify clients who may be underinsured and gives tips on using key life events to start a dialogue with them.
Chris Karram, co-founder and advisor at SAFEBRIDGE Financial Group, describes how he started from scratch at 22 and catapulted into the top 1% of Clarica advisors in his first year. He shares his networking and relationship building tips. Karram spoke with Dan Richards of clientinsights.ca at the TMX Broadcast Centre in Toronto.