#51 - Serving Thousands of Clients Effectively - Zack Hubbard
Zack's Bio:
Zack joined the firm in 2019 as a Financial Advisor in the firm’s Institutional Consulting Group. He served as the primary advisor and financial coach for employees of our Corporate Retirement Plan clients. In summer 2022, Zack was promoted to Director of Financial Planning and Participant Engagement. As Director, Zack leads a team of financial planners that help our Private Wealth advisors deliver comprehensive financial plans to their clients and also deliver personalized planning and advice to the participants in the retirement plans that our corporate retirement advisors work…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.