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While a lot of advisors may say they offer financial planning, not all manage to offer dynamic customized plans to clients. For advisors Bart Zandbergen and Letitia Berbaum with The Zandbergen group, a DBA* of Axxcess Wealth Management in Laguna Beach, California, making planning a priority not only helps them stand out, it makes them essential. They are often the first ones called when clients are facing an emergency.
In this episode, you'll hear about their planning process, and how it's enabled by technology and smart teaming. They also explain why they family wealth conversations early and often, and how to have that conversation with clients.
For more, visit PracticeLab.
*DBA stands for does business as another firm name.
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États-Unis
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