Everyone talks about what to do after the client is already sitting in the conference room, but have you thought about what happens before that? #advisors
Misinformation the next generation of clients receives daily, working to promote accurate financial literacy and informed investment decisions. #advisors
Customer-infused culture that consistently delivers WOW! customer moments, and often in ways that create a great deal of discomfort for the leadership. #CX
Recent inflation, its impact on the economy, and its relationship with higher interest rates. He also sheds light on the history of inflation. #inflation
