New Horizons: AMR & WEG Unite! A Dynamic Future with Chris Boyd & Team

CEO Chris Boyd of Asset Management Resources (AMR)
announces an exciting merger of AMR with Wealth Enhancement Services (WEG). Chris
shares his reasoning and process of selecting WEG to partner with. Chris goes on to
discuss his primary reason for the merger is to enhance service and resources for the
AMR clients. Jeff Perry and Scott Birmingham discuss with Chris some of the benefits
clients will see in the coming weeks and months, including additional expertise for
unique and complicated issues. Scott also shares his thoughts on financial planning
software that should enhance the overall client experience. Chris also reviews what will
not be changing after the merger, including that he and Kristen Boyd will remain as the
leaders of the AMR Team in the Hyannis Office. The current AMR staff will also remain
in their current positions and the level of service to clients will not change. Chris shares
that CEO Jeff Dekko of WEG will be a guest of the show in approximately two weeks.

AMR and WEG merger 2024

CEO Chris Boyd's strategic move

Wealth Enhancement Services collaboration

Enhancing AMR client services

Financial planning software advancements

Jeff Perry on client benefits

Scott Birmingham's financial insights

Leadership continuity in AMR Hyannis Office

Upcoming guest CEO Jeff Dekko

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#SteadyLeadership

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#AMRTeamStrong

#ExcitingFinancialFuture