Dec 10, 2020
Our team sat down last month to
talk
all about Client Experience with Reese Harper, CEO
of Dentist Advisors. On
this show, Reese Harper joined our host Patrick Brewer to answer
questions from our listeners and readers.
What does “client
experience” actually mean? What should your clients see, feel,
interact...
Oct 5, 2020
Our team and a guest expert Phil
Seibel of Collaborative Planning Group sat down last week to
discuss
insurance planning in a fiduciary firm. Together, they answered
questions from our listeners and readers.
- Many insurance products have a bad rep in the financial advisory space. Are there any products that just...
Jul 30, 2020
Our team sat down last week to talk
about All Things COI’s.
Together, they answered questions from our listeners and
readers.
What am I
looking for in a COI?
How do I break through the noise and stand out to a new COI — without looking like I am just fishing for new clients?
What are some of the barriers and best...
Jun 11, 2020
Our team has been working around the clock to support advisors and serve our own wealth management clients through this pandemic. COVID-19 has brought many things to the surface, but there is one area that has demanded a tremendous amount of focus, attention, and energy. How can advisors strengthen and grow their...
Apr 20, 2020
My guest today is
Jim Palumbo. Jim
is a veteran of the
financial services industry, with more than 25 years of experience
in creating and managing organizations that grow and preserve
wealth.
In this conversation,
Jim explores different options that are available to today’s
advisors who are looking for a path to...