If you’re hesitant to reach out to a financial advisor, you certainly shouldn’t be. Sure, it might seem like there is a lot to the process, but Nicole is here to help ease some of your anxiety.
In this episode, Nicole Romito takes you through what it’s like to become a client at Private Vista. She goes over how Private Vista’s financial advisors get to know their clients, the importance of learning new clients’ psychology behind their finances, and how frequently clients should contact their advisors.
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