Did you know that collaboration is a vital component in financial organizations?
In this episode of The Retirement Solution Podcast, Ryan Litchfield from The Retirement Solution explains the different aspects of the firm’s team while highlighting the role of collaboration in promoting a successful client service and experience.
In this episode, you will learn:
- How team collaboration promotes a better client experience
- The contribution of associate planners at The Retirement Solution
- Client-advisor relationship at The Retirement Solution
- How the team interacts with clients
- And more!
Tune in to learn more about the importance of teamwork within a financial organization.