In this episode we discuss the evolution of client expectations, optimizing the client experience via technology, leveraging client data, varying generational preferences, and contributing to financial wellness. Our panelists are the following:

• Jane-ellen Porter – Wilmington Advisors @ M&T
• Erin Candler – Wilmington Advisors @ M&T
• Terry Powell – Randolph Brooks Federal Credit Union
• Wes Garner – Randolph Brooks Federal Credit Union

Our special co-moderator for this episode is Chris Melton from Ameriprise Financial.

We would like to thank Ameriprise Financial for making this podcast series possible.