Interview with Kristi Baker: Blending Technology & Human Connection
Description
In this episode of OUTCOMES, Ross Marino talks with CSi Advisory Services Managing Partner Kristi Baker.
In this episode:
-The early days of the 401(k) world.
-What does CSi Advisory Services do for their clients?
-Why is it important to really connect with your clients?
-What advice would Kristi Baker give a new advisor entering the 401(k) world today?*
-How is CSi combining sponsor focused and participant focused advising?
-The importance of 401(k) advocacy.*
-Technology based interaction vs the importance of the human element through a revenue lens.*
-Working with employers to improve employee financial wellness.
-Technology based interaction vs human interaction through a personal lens.*
Connect with Kristi Baker on LinkedIn
Learn More About CSi Advisory Services
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