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In this episode, George Bernhardt and Scott Oeth discuss how storytelling and incorporating their own personal “why” into various interactions can support deeper client relationships and drive growth in their advisory firms. Bernhardt, a wealth manager and principal with Modera Wealth Management,...
Published 11/22/24
Helen Stephens, president and CEO of Aspen Wealth Management, has more than three decades of experience serving investors across various client profiles. Her firm has developed several personas for those clients that they serve best, and Stephens attributes success to advisory councils that match...
Published 10/25/24