))
S2 E2: Providing an Excellent Client Experience with Cornerstone Wealth Management
Manage episode 304021114 series 2817726
Nội dung được cung cấp bởi Karl Hoover. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Karl Hoover hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
Providing a great client experience can make a difference in the growth of your business. On today's episode, we are speaking with Anthony from Cornerstone Wealth Management in Las Vegas, Nevada. Cornerstone is leading the industry with innovative ideas. Their investment approach is providing clients with consistent income in their portfolios. By keeping things simple for their clients, conducting seminars, and keeping up to date on trends, they are making meaningful connections on a personal and financial level.
Read and learn more: http://advisordevelopmentshow.com/podcast/ep-13-providing-an-excellent-client-experience/2338/
Learn more about our guest: https://www.cornerstonevegas.com/who-we-are/#team
What we discuss:
1:45 – Favorite thing to cook?
2:10 – Favorite Lakers player
2:56 – How he got into the business
5:39 – Role at Cornerstone Las Vegas
9:11 – What makes Cornerstone different?
12:10 – Fixed index annuities
15:44 – Structured notes
21:10 – Software and technology
26:00 – Trends in marketing
27:22 – Ambassador program
28:55 – Partnership with FIG
31:20 – Share a life lesson
47 tập
Chia sẻ
