Focusing on the Service and Care in a Dollar-Centric Industry With Josh Benson (Ep. 48)
Perfectly Integrated
English - August 02, 2023 11:00 - 26 minutes - 24.7 MB - ★★★★ - 6 ratingsMarketing Business Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
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 …
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
Resources:
Connect With Matt Ackermann:
[email protected]
(781)890-3045
Integrated Partners
LinkedIn: Matt Ackermann
LinkedIn: Integrated Partners
Twitter: Integrated Partners
About Our Guest:
During his impressive tenure at Orion, Josh has earned a reputation as a trusted advisor, working closely with financial professionals to provide customized consultations, comprehensive training sessions, and exceptional service. Now, as part of the Integrated Partners team, Josh brings his wealth of knowledge and unwavering dedication to building strong partnerships within our organization.
Disclosure:
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.