Know Your Client with Frank Rekas

We focused on how and why to know your client, effective marketing and sales, the double-edged sword of technology, why it’s prudent to have a heart of gold as well as gold in your pockets, and why nobody likes being sold, with Frank Rekas, Financial Advisor with Plutus Financial Partners.       

Listen to hear a difference-making tip on how to know if your financial foundation is strong!

You can learn more about Frank at MyPlutusFinancial.com, Facebook, and LinkedIn.

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The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2024.

 

In certain states, Frank Rekas offers securities through Equitable Advisors, LLC, member FINRA, S.I.P.C., which is Equitable Financial Advisors in Tennessee, offers investment advisory products and services through Equitable Advisors, L.L.C., an SEC-registered investment advisor, and offers annuity and insurance products through Equitable Network, L.L.C., or Equitable Network Insurance Agency of California, L.L.C.  CA Insurance Lic. # 0D43037.