Wealth-oriented services done right are about more than managing investments—they’re about saving clients time and simplifying complexity. As Bill explains, “If you orient yourself from a service standpoint to support the Head of Financial Household, it’s an enormous time savings for them. That’s what we do through our wealth planner role.” Watch to see how WealthFactor redefines client support with a focus on true service and efficiency. Read Bill's full story here: https://lnkd.in/gxVwXd_n
Read Bill's full story here: https://www.anyday.inc/articles/the-100m-playbook-wealthfactors-bill-woodruff-shares-his-strategy-for-scaling-aum