Investment Conversation Starters
by Lionel Guerraz
#2,773
in 💰 Finance
in 💰 Finance
Investment Conversation Starters
About the Substack
3 ideas for Client Advisors and Relationship Managers to start a thematic investment conversation with their clients
Free Subscription Benefits
- Daily post with one idea
Paid Subcription Benefits
- Daily post with three ideas
- Access to the archives
- Expense it with your company
About Lionel Guerraz
Digital Transformation & Customer Experience Management in Banking & Insurance at Merkle, a dentsu company | Business Development, Sales, Client Acquisition & Relationship Management | Connecting People & Opportunities
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