Francesca Federico, C(k)P® AIF® CPFA® CDFA™ Co-Founder & President at Twelve Points joins us with Rachel James Founder & Wealth Management Advisor of Torque Financial Group at Northwestern Mutual to talk all about finance, wealth management and their unique paths into the industry of Money Management. We discuss clienteling at length, and simply how caring and communicating with your clients where they are at helps solve so much in any sales based industry.
