Our "secret" to success isn't much different from some of the most successful firms out there.  That begins with the three "P's".  People, Product, and Process have to be fine-tuned and repeatable so you come to expect a very high level of service and communication.  Clients know most, if not all about how we communicate our strategy, investment changes, and process, but if you don't - take a listen.  We walk through the new client process, how to find us, how and where we meet clients, ways we keep in touch, and how you can access your "stuff" with us and beyond.  We have added a ton of tech solutions over the years to now include a mobile app, blogs, podcasts, newsletters, texting, financial planning software, access to all tax documents and reports available on-demand.  Where there's a will, there's a way and we continue to get better and better all the time. 

Host: Constantine J Kitrinos, CPFA 

Guest-Host: Jason T Georgiev

Link: https://www.monarchwealthmanagement.com 

Credit below for music used in commercials intros/outros etc.

Intro  Welcome to the Show by Kevin MacLeod

Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show

License: https://filmmusic.io/standard-license

Commercials

Confused State by Kevin MacLeod

Link: https://incompetech.filmmusic.io/song/3538-confused-state

License: https://filmmusic.io/standard-license Happy Happy Game Show by Kevin MacLeod

Link: https://incompetech.filmmusic.io/song/3856-happy-happy-game-show

License: https://filmmusic.io/standard-license

Disclosure

On Hold For You by Kevin MacLeod

Link: https://incompetech.filmmusic.io/song/6928-on-hold-for-you

License: https://filmmusic.io/standard-license

Credit below for artwork used to design Podcast Billboard

Photo by krakenimages on Unsplash