The ShiftShapers Podcast

CodeSixFour has recently  undertook a fascinating study of some of the new market realities that  advisors are facing today. We invited Eric to share more about that study and what he and his company have learned from it regarding customer relations and new opportunities for custom solutions. Join us to hear Eric explain the study's methodology, findings and conclusions.

Get full show notes and more information here:

Direct download: SHIFTSHAPERS041.mp3
Category:general -- posted at: 6:00am EDT