What We Learned
"It's important to tap into the unexpressed wishes and needs of the families we serve." - Linda
"Be consistent in creating unique, memorable, and personal experiences for the families we serve." - Christina
"Align with our firm culture and build a synergistic team that work so seamlessly it's like we're one." - Katia
"Be mindful of all client touchpoints, the emotions that people are feeling along their financial journey, and what our team can do to empathize and anticipate the needs of the families we serve." - Kim