1. EachPod

Wealth Enhancement Group's Client-Centric Approach

Author
J. Christopher Boyd
Published
Fri 12 Jan 2024
Episode Link
https://sites.libsyn.com/35485/wealth-enhancement-groups-client-centric-approach

Jeff Dekko, CEO of Wealth Enhancement Group, joins Chris to discuss the firms approach to client success. They highlight the importance of a client-centered culture in financial planning and how their Round Table of Specialists fosters collaboration and informed decision-making. The conversation also covers integrating technology in financial services and the firms commitment to charitable initiatives.

 

#ClientCenteredFinance

#Financialspecialists

#TechInFinance

#CharitableGiving

#WealthManagement

 

Wealth Enhancement Group

Financial Planning Culture

Technology in Finance

Charitable Activities

Client-Centric Approach

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