A Five-Step Plan for Authentic Client Conversations
Paul Ragone of Integrity Wealth Services in Knoxville, Tennessee, talks about overcoming his fear of growth, the method behind his five meeting client experience process and how he created an in-house one-stop-shop for client services.
Simplifying Structure and Building a Family Office
Alfredo Mesa of Mesa Financial Group discusses his perspective on staying flexible for both clients and himself, and the strong convictions behind his “why”.