Episode 14: Distinctive Client Experience

In Episode 14 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC® hosts Alex Weiss CFP, President of Napier Financial for a discussion on building a firm rooted in a culture of exceptional client experience. From defining what you stand for to making decisions about what to insource or outsource, this conversation covers the strategic and operational choices that shape the client journey today—and in the future.

Key Takeaways:

• Building a team culture where client experience is the central focus
• Personalization: How tailored proc ...