Arthur J. Meconi III is a Private Wealth Advisor at Ameriprise Financial Services, LLC, with over 20 years of experience in the financial advising industry. He is dedicated to helping high net-worth clients preserve and grow their wealth, offering tailored recommendations and support for tax, estate, and retirement planning. With his extensive expertise and a well-established network of expert providers, Arthur explores wide range of opportunities to maximize his clients’ financial potential.
In this episode, Brian and Art discuss:
- The Power of Relationships: Small Gestures, Big Impact
- Client Retention Strategies: Building Trust in Times of Change
- The Franchise Model vs. Independent Practice
- Focus on Relationships, Not Just Numbers
Facebook: www.facebook.com/ArthurJMeconi
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