In this episode we discuss the evolution of client expectations, optimizing the client experience via technology, leveraging client data, varying generational preferences, and contributing to financial wellness. Our panelists are the following:Jane-ellen Porter – Wilmington Advisors @ M&TErin Candler - Wilmington Advisors @ M&TTerry Powell – Randolph Brooks Federal Credit UnionWes Garner - Randolph Brooks Federal Credit UnionOur special co-moderator for this episode is Chris Melton from Ameriprise Financial.We would like to thank Ameriprise Financial for making this podcast series possible.

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