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Jeff Dekko, CEO of Wealth Enhancement Group, joins Chris to discuss the firm's approach to client success. They highlight the importance of a client-centered culture in financial planning and how their Round Table of Subject Matter Experts fosters...
Jeff Dekko, CEO of Wealth Enhancement Group, joins Chris to discuss the firm's approach to client success. They highlight the importance of a client-centered culture in financial planning and how their Round Table of Subject Matter Experts fosters collaboration and informed decision-making. The conversation also covers integrating technology in financial services and the firm's commitment to charitable initiatives.
#ClientCenteredFinance
#FinancialExperts
#TechInFinance
#CharitableGiving
#WealthManagement
Wealth Enhancement Group
Financial Planning Culture
Technology in Finance
Charitable Activities
Client-Centric Approach
