Ep. 17 | The New Gen Process

What does a better client process look like for financial advisors? In this episode of STATS Chat, Brad Zinda and Kalen Sigecan break down the five-step New Gen Process, from prospecting and discovery to retirement planning, implementation and ongoing client service. They share practical ways to ask better questions, use technology more effectively, strengthen client relationships and create more referral opportunities. Listen now for actionable ideas to improve your financial planning process and grow your advisory business.