To deliver more "Wow" moments to our advisors, Chief Operating Officer Carrie Hansen and SVP of Operations Brad Wheeler visit advisors and their staff in their offices to get a deeper understanding of daily platform interactions. Seeing first-hand where and how they spend their time helps us discover process improvements and opportunities for innovation.
Learning about the myriad investor niches our advisors serve helps us reimagine how we can support their unique efforts. And while the needs of our advisors and their investor clients vary greatly, our goal is always the same: to deliver outstanding service.
Our mission is to make a difference in the lives of our advisors and their clients. Our technology, practice management and service resources help streamline advisor businesses, freeing up more time for advisors to spend with their clients.