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

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

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 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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