60 - From Soldiers to Savvy Savers: Transforming Financial Planning for Military Families with First Command Financial Services' Kellie Richter

Your host, Alex Shevelenko, talks with the EVP, Chief Marketing and Client Experience Officer of First Command Financial Services, Kellie Richter. Kellie discusses the company's mission to support military families in achieving financial security. She highlights the importance of client experience, emphasizing clarity, consistency, and control. She also discusses the unique financial challenges faced by military families and the role of military spouses in financial decision-making. Kellie underscores the connection between employee and client experience, and First Command's commitment to community service and personalized financial coaching for military families.To learn more about Kellie's work, click HERE and HERE.Think you'd be a great guest on the show? Apply HERE.To learn more about RELAYTO, visit https://relayto.com/

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This episode was published on September 24, 2024.

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