Ep 39: Serving Clients When Their Story Changes — With Christopher D. Hill, CFP®, CGRS

As an advisor, your work with clients often goes well beyond their financial portfolio – especially when their story changes.   In this episode, Laura Gregg and David Partain talk with Ambient Financial Advisors’ Christopher D. Hill, CFP®, CGRS. Christopher discusses why his firm decided to rebrand and focus specifically on helping clients manage through transition … Continue reading Ep 39: Serving Clients When Their Story Changes — With Christopher D. Hill, CFP®, CGRS →