Wealth Enhancement Group's Client-Centric Approach

Something More with Chris Boyd
12/01/2024 28 min
Wealth Enhancement Group's Client-Centric Approach

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Episode Synopsis

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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