491: How Client Communication Can Lead to More Clients Matt Peck, SHP Financial
How Client Communication Can Lead to More ClientsMatt Peck, SHP Financial– The Sharkpreneur podcast with Seth Greene Episode 491 Matt PeckMatt Peck obtained his Certified Financial Planner (CFP®) certification in 2015 and is a member of the Financial Planning Association®. He is insurance licensed and holds his Series 65 securities license, which allows him to provide financial and investment advice as a fiduciary advisor. He is required to avoid conflicts of interest, operate with full transparency and always do what is in the best interest of his clients. In 2019 Matt became a Certified…
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