In this episode we discuss aligning the proper dynamics for financial planning to have a significant impact on the quality of client relationships and the resulting business growth. We address user adoption, client engagement, plan delivery, and related best practices.

Our panel of experts includes:

• David Ellman – Team Leader, Bank of the West
• Robert Gewecke – Private Client Advisor, Bank of the West
• Angie Cheung – Private Client Advisor, Bank of the West
• Jen Shields – National Training Director, Midwood Financial Services
• Chris O’Malley – Regional Training Director, Midwood Financial Services

(Note that we had some audio challenges during the recording of parts of this episode. While a few segments have digital “embellishments” they are still perfectly understandable.)