In part two of this episode we will continue our discussion about the importance of servicing protection needs based on our believe that to be a true Trusted Advisor you must not only help your clients manage their assets, but also make sure they protect their assets. And insurance is a critical part of a de-commoditized relationship containing trust, longevity, majority wallet share, and hence… profitability.

Our guests once again are…

• Jonathan Allen – Wescom Financial Services
• Ryan Hughbanks – Ameriprise
• David Jabczenski – Wescom Financial Services
• Lisa Young – Rise Private Wealth Management