Client

#FASuccess Ep 425: Implementing A Financial Planning Quality Control System To Improve Both Client Outcomes And Referrals, With Sebastian Guerra – Go Health Pro

by
#FASuccess Ep 425: Implementing A Financial Planning Quality Control System To Improve Both Client Outcomes And Referrals, With Sebastian Guerra – Go Health Pro

Welcome everyone! Welcome to the 425th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Sebastian Guerra. Sebastian is the President of Guerra Wealth Advisors, a hybrid advisory firm based in Miami, Florida, with nearly $15M of revenue and almost 60 team members, supporting over 1,700 client households. What’s unique about … Read more

Descartes hires Berruguete as Head of EMEA Distribution & Client Management – Go Health Pro

by
Descartes hires Berruguete as Head of EMEA Distribution & Client Management – Go Health Pro

Descartes Underwriting, the parametric risk transfer specialist, has announced the appointment of Blanca Berruguete as Head of Europe, the Middle East and Africa (EMEA) Distribution and Client Management, where she will be based in Madrid, and report to Descartes’ co-founder and Chief Insurance Officer Sébastien Piguet.In her new role, Berruguete will be responsible for EMEA … Read more

Monica Basche quoted in a recent Baltimore Sun article about a lawsuit she filed on behalf of her client, a Maryland state inmate, who was brutally beaten by prison guards: “Abuse by correctional officers is unacceptable, and these officers should be held accountable.” – Go Health Pro

by
Monica Basche quoted in a recent Baltimore Sun article about a lawsuit she filed on behalf of her client, a Maryland state inmate, who was brutally beaten by prison guards: “Abuse by correctional officers is unacceptable, and these officers should be held accountable.” – Go Health Pro

Attorney Monica Basche was quoted in a recent Baltimore Sun article that reported on a lawsuit she filed alongside Allen Honick of Furman Honick on behalf of their client, Shawn Addison, who was brutally beaten by three prison guards following a routine cell search. “The correctional officers’ assault on Mr. Addison, which left him severely … Read more

#FASuccess Ep 410: Delivering Financial Planning Profitably To Every Client With A Focus On Accountability Over ‘Just’ Meetings, With Emily Biehler – Go Health Pro

by
#FASuccess Ep 410: Delivering Financial Planning Profitably To Every Client With A Focus On Accountability Over ‘Just’ Meetings, With Emily Biehler – Go Health Pro

Welcome everyone! Welcome to the 410th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Emily Biehler. Emily is the co-founder of TrailWise Financial Partners, an RIA based in Golden, Colorado, that oversees approximately $80 million in assets under management for 200 client households. What’s unique about Emily, though, is how … Read more

A 90-Day Onboarding Plan To Train Your New Superstar Client Service Associate (CSA) – Go Health Pro

by
A 90-Day Onboarding Plan To Train Your New Superstar Client Service Associate (CSA) – Go Health Pro

For small advisory firms that are beginning to grow and ready to add new staff, a Client Service Associate (CSA) or similar support role is a common early hire. Ideally, this person will free up an advisor’s time to let them focus on other tasks (which are likely income-producing and will allow the advisor to … Read more

x