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

The Flexible Advisor
24/03/2023 31 min
Ep 93: Two Pages That Can Elevate Your Clients’ Experience – with Brad Connors of iWealth

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Episode Synopsis

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 …

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