Unlocking the Secrets to Business Growth with Susan Foard
Susan shares her story of launching a wealth management firm while serving as the president of a long-standing CPA firm.
Creating a Client-Centric Experience
John Garvey Jr. of Bland Garvey Wealth Management talks about the firm’s decision to add wealth advisory services and how the office is designed to enhance the client experience.
A Thoughtful Client Experience with David and Nancy Bailin
David and Nancy Bailin of Personal Wealth Strategies in New Jersey talk about why their thoughtfulness drives team decisions and the client experience and what inspirational challenge they’ve posed for fellow financial advisors.
Starting Early, Famous Frameworks, and Finding Big Rocks with Jim Crider
Jim Crider of Intentional Living FP in New Braunfels, Texas, talks about how he launched a successful practice mid-pandemic and how he uncovers what’s really important to clients.
