Description

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 processes and customization drive deeper client connections
• How to leverage your tech stack to elevate every stage of the client experience
• Translating a lead planner’s vision into actionable steps for the entire team
• Mechanisms that ensure accountability, alignment, and consistency