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.)