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BECOMING A MAGNET FOR THE RIGHT CLIENTS. In this Spotlight, Susan Latremoille, President of The Latremoille Group, provides a roadmap for building a business that reflects the work you want to do. She shares how she defines and assesses her target client, structures her team and gets her message out to the right audience.
|HOW CULTURE DRIVES SUCCESS. In this Spotlight, Rebecca Pomering CEO and Ken Evans COO at Moss Adams Wealth Advisors provide an in-depth look at how they recruit, develop and motivate the team in order to create a powerful and positive culture.|
|INNOVATION IN ACTION. In this Spotlight, Jon Jones, CEO and Tom Preston, Director of Client Service at Brighton Jones share specific ideas and strategies that reflect true innovation of both the offer to clients and the way they structure and engage their team.|
THE INTENTIONAL CLIENT EXPERIENCE. In this Spotlight, Jack Thurman, President of BKD Wealth Advisors, discusses what drives successes within BKD Wealth Advisors and how to create an ‘intentional’ and world glass client experience.
THE IMPACT OF MINDSET ON SUCCESS. In this Spotlight, Katherine Liola, President of Concentric Private Wealth delves deep on uncovering client values, building bridges to the next generation, creating team engagement and structured collaboration with peers to support innovation.