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Crafting Deeper Client Relationships To Drive Loyalty, Referrals, And Gain Career Flexibility: #FASuccess Ep 515 With Sarah Baker

By Michael Kitces · Kitces.com ·

Image: Kitces.com

Welcome everyone! Welcome to the 515th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Sarah Baker. Sarah is a senior wealth advisor at Mason Companies, an RIA based in Reston, Virginia, where she manages $260 million for 60 client households. What's unique about Sarah, though, is how…

Summary as published by Kitces.com
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