Oct 3, 2022
Host and IAR, Jeff Perry, JD, is joined by AMR's marketing team to talk about customer service week with examples of good customer service and how it's rewarded. They shift to explain an upcoming marketing campaign that entails asking AMR advisors to give their best financial tip, discussing the inception and execution of the series.
Wealth Advisor, Jeff Tomaneng, CFP®, joins and teases his best piece of financial advice - what he would tell his younger self. They bring up the college planning process from past week's show and stress the importance of college fit.
Jeff and Jeff shift gears to talk about logistics of financial planning and explain the ways they work with their clients. They emphasize what clients can do to elevate the level of service a fiduciary financial planner can give. They discuss values revolving around money and state the importance of budgeting during an inflationary economic period.