Ep 93: Two Pages That Can Elevate Your Clients’ Experience – with Brad Connors of iWealth

Update: 2023-03-24

Description

Clients who feel engaged in the planning process are more likely to have a positive experience. But how do you better engage clients in the process? In this episode, Laura Gregg and David Partain speak with Brad Connors, CEO of iWealth. Brad talks about iWealth’s proprietary software, FDC Plan on Purpose, which helps advisors demonstrate …

Read More Read More

Comments

Top Podcasts

The Best New Comedy Podcast Right Now – June 2024 The Best News Podcast Right Now – June 2024 The Best New Business Podcast Right Now – June 2024 The Best New Sports Podcast Right Now – June 2024 The Best New True Crime Podcast Right Now – June 2024 The Best New Joe Rogan Experience Podcast Right Now – June 20 The Best New Dan Bongino Show Podcast Right Now – June 20 The Best New Mark Levin Podcast – June 2024

In Channel

Generative AI in Finance – With Darren Tedesco (Ep. 107)

2024-08-1939:33

Healthcare And Financial Planning – With Christine Simone (Ep. 106)

2024-06-2729:46

Trust Strategies that Build Client Trust — With Nikè Anani (Ep. 105)

2024-05-0326:20

Helping a New Generation – and Your Practice – Ascend – with Nikè Anani (Ep. 104)

2024-04-0935:03

Ep 103: Meet Your New Intern: Generative AI – With John Prendergast

2024-01-1945:22

Ep 102: Coaching Parents Through Some Tough Lessons – With Sarah Newcomb, Ph.D.

2024-01-0539:42

Ep 101: Why Succession Planning Is Essential – With Linda Willis

2023-12-0822:21

Ep 100: What Have We Done?!

2023-10-2728:51

Ep 99: Assessing the Impact of Secure Act 2.0 — With Lee Freitag

2023-09-2226:06

Ep 98: Your Personal Brand: Capitalize on Your Strengths – With Susan Danzig

2023-09-0130:27

Ep 97: The Art of the Nudge – With Patrick Fagan

2023-08-0436:37

Ep 96: Reaching and Retaining Next-Generation Investors – with Ryan George

2023-06-2929:51

Ep 95: Clients Want More Than Advice; They Want A Plan – With Chazz Logue

2023-06-1627:36

Ep 94: When Children Are Not Part of the Plan – With Pamela Lucina

2023-04-2822:01

Ep 93: Two Pages That Can Elevate Your Clients’ Experience – with Brad Connors of iWealth

2023-03-2431:49

EP 92: The Financial Coach Can Use A Coach – With Lacy Garcia of Willow

2023-03-0825:24

Ep 91: Going Solo: Making a Leap of Faith — with Kaysian Gordon

2023-03-0224:51

Ep 90: Overcoming Adversity: GRIT As A Game Changer — With Austin Hatch

2023-02-1030:22

Ep 89: Assessing The Advisor Landscape—with Michelle Lynn of Bloomberg

2023-01-2726:59

Ep 88: How SEC rule 206(4) could change your business model — With Paul Binnion

2023-01-1336:22

00:00

Ep 93: Two Pages That Can Elevate Your Clients’ Experience – with Brad Connors of iWealth

Laura Gregg and David Partain

#box-pro-ellipsis-17265162329232{-webkit-line-clamp:2;}Ep 93: Two Pages That Can Elevate Your Clients’ Experience – with Brad Connors of iWealth

Ep 93: Two Pages That Can Elevate Your Clients’ Experience – with Brad Connors of iWealth

Laura Gregg and David Partain

Ep 93: Two Pages That Can Elevate Your Clients’ Experience – with Brad Connors of iWealth