I develop tools and training for advisors to more effectively convey the value of comprehensive wealth advice, deepen client relationships, and differentiate themselves from other firms. To more effectively assist the advisors at Mariner, I leverage best practices gleaned from working with ...more

I develop tools and training for advisors to more effectively convey the value of comprehensive wealth advice, deepen client relationships, and differentiate themselves from other firms. To more effectively assist the advisors at Mariner, I leverage best practices gleaned from working with hundreds of other advisors and planners over the last 20 years.less