• Episode 64 – A Purposeful Approach to Client Management – With Rikin Patel

  • Aug 5 2022
  • Length: 13 mins
  • Podcast

Episode 64 – A Purposeful Approach to Client Management – With Rikin Patel

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  • Summary

  • Rikin Patel is the Co-Founder of Kingswood US’s Family Office, who has been helping financial advisors surpass their business and personal goals while reaching their entrepreneurial dreams through comprehensive wealth management and business-building services. In this episode, Rikin joined Doug to talk about his journey to becoming an advisor, his approach to client management and … Continue reading Episode 64 – A Purposeful Approach to Client Management – With Rikin Patel →
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