How do you deliver financial wellness to clients?
To help your clients, you have to help them become financial well. To do that, you need to help them be careful and methodic and to avoid mistakes. Advisers talk about how they are helping deliver financial wellness daily.
Interviews took place at the Envestnet Conference.
The speakers are:
– Dan Smith, Managing Partner at Signature Wealth Advisors
– Charlotte Dougherty, Founder and Managing Partner at Dougherty &: Associates
– Eric Cumley, CFP at Olympic Wealth Management
– Jill Lizzi, Director of Wealth Advisory at Bronfman Rothschild
