Something More With Chris Boyd Show Podcasts
Wealth Enhancement Group's Client-Centric Approach
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:28:27
- More information
Informações:
Synopsis
Jeff Dekko, CEO of Wealth Enhancement Group, joins Chris to discuss the firms approach to client success. They highlight the importance of a client-centered culture in financial planning and how their Round Table of Specialists fosters collaboration and informed decision-making. The conversation also covers integrating technology in financial services and the firms commitment to charitable initiatives. #ClientCenteredFinance #Financialspecialists #TechInFinance #CharitableGiving #WealthManagement Wealth Enhancement Group Financial Planning Culture Technology in Finance Charitable Activities Client-Centric Approach