In an industry focused on creating wealth and building client investments, the idea of client relationships and services can seem like a secondary priority. Those connections are the foundation of any financial advisor and client relationship.
In this episode, Matt Ackermann speaks with Josh Benson, Vice President of Strategic Relations at Integrated Partners, on why relationships, service and care are essential in an industry focused on money. Josh shares how he works to create a connection between other advisors and clients and why he builds those connections.
Josh discusses:
- Why service is essential in the financial services space
- The importance of culture within the services
- How his role supports advisor growth within Integrated Partners
- What is his vision for success look like
- And more
Related: Advice for the Next Generation of Financial Planners with Patrick Mahoney and Dennis Moore