#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 with. Prior to joining Greenspring, he worked in a financial planning capacity for RBC.Favorite Thing About Working With Clients“I love helping clients articulate their dreams and then collaboratively create a plan to achieve those dreams. I will never grow tired of being there the moment that the client realizes that the life they want is within reach.”My Philosophy On Client Service“We may be the experts in the financial stuff, but clients are the experts in their lives. A collaborative approach is key.”