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Ryan George, CMO of Docupace made an astute observation that "the industry has let the complications of the wealth management experience flow down to the client experience unnecessarily" and in this episode John Prendergast and Mike Langford joined him in-person for a conversation to unpack that as…
H. Adam Holt, CEO and Founder of Asset-Map is not the first financial advisor to have had an epiphany that led to a revamped approach to how we worked with his clients. But, he just might be the guy who's quest to design a client experience that led to the most meaningful impact for the wealth mana…
James Lee, the new President of the Financial Planning Association (FPA) explains why financial planners are the 4th great profession alongside doctors, lawyers, and clergy. James talks about his advocacy for of financial planning and specifically mounting a legal defense of the term “financial pla…
Julie Pinkerton, CEO and Founder of ClientFirst by Evozen noticed a couple of trends that have likely affected your business in the recent years. First, clients are moving to other parts of the country well before their retirement years. This wave of movement has created interesting challenges for …
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