In this episode of the Resilient Wealth Planning Podcast,host Victor Gaxiola introduces the key members of the Resilient Wealth Planning Operations Team. The conversation highlights the importance of each team member's role in providing exceptional client service and support. ChristiniaSardam shares her journey in the financial industry, Kaitlin Knepper discusses her role as Director of Client Experience, and Lucas Sorich, the newest team member, shares his aspirations in financial planning. The episode emphasizes the team's commitment to resilience and adaptability in the face of challenges, showcasing their dedication to helping clients navigate their financial journeys.

Takeaways

• The Resilient Wealth Planning team is essential for client support.

• Resiliency in financial planning means having tools for crises.
• Team dynamics enhance client relationships and experiences.
• The importance of empathy in financial services is highlighted.

• Building trust with clients is crucial for long-term relationships.
• The team aims to make financial planning a seamless process.

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Visit http://www.resilientplanning.com to learn more about our team or CLICK HERE to schedule some time with our team.