Enriching Lives Through Client-Focused Wealth Management with Heather Welsh
In this episode, Charlie sits down with Heather Welsh, VP of Weatlth Management at Sequoia Financial Group, to discuss the importance of client-focused wealth management and the value of planning and personalization in the industry.
Heather shares her journey from advisor to wealth planner and how her firm's dedication to planning and team collaboration has allowed them to better serve their clients.
They also explore the role of technology in wealth management and how it can be used to deliver personalized service at scale.
Finally, Heather offers insights for young professionals entering…
The skinny
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