 Whenever we are talking about making a change to a process or technology, we need to understand that our clients are unique and may want to take varying approaches. This collaborative approach to building plans may not be right for everyone, but as a firm that has been implementing this process over the last several years, we’ve seen a noticeable increase in the engagement of our clients."Brian Leitner, senior vice president of practice management, Mariner Wealth Advisors |
