Maximum Advisor

Sherry Holley, President of Gratz Park Private Wealth, joins Chip Munn to discuss her own career in wealth management as well as the high expectations she and her firm have for the client experience, and the systems she has in place to ensure she can maintain that experience as her client base and firm continue to grow. The goal of this show is to develop a community of advisors who are focused on being better advisors, better business owners, and better people. People are wired to be in community, we hope you join ours at http://bit.ly/maxadvisorgroup And to take advantage of the most important marketing, selling and positioning tool for your practice grab our scorecard: http://maximumadvisor.com/scorecard/