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Ep 93: Two Pages That Can Elevate Your Clients’ Experience – with Brad Connors of iWealth
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Kandungan disediakan oleh Laura Gregg and David Partain, Laura Gregg, and David Partain. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Laura Gregg and David Partain, Laura Gregg, and David Partain atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
Clients who feel engaged in the planning process are more likely to have a positive experience. But how do you better engage clients in the process? In this episode, Laura Gregg and David Partain speak with Brad Connors, CEO of iWealth. Brad talks about iWealth’s proprietary software, FDC Plan on Purpose, which helps advisors demonstrate …
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