Foundational Estate Planning Series
Transforming Your Practice: The Client-Centric Journey
Guest:
Deirdre Wheatley-Liss
Porzio, Bromberg & Newman
November 28, 2023
In this episode, our host, Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC, is joined by Deirdre Wheatley-Liss, Principal at Porzio, Bromberg & Newman. Together, they unpack the concept of a client-centric practice and explore the intricacies of developing and implementing such a model. Mary and Deirdre provide valuable insights into the steps needed to cultivate this approach, offering practical tips on how to enhance the overall client experience. Discover the importance of fostering a “culture of yes” and the role of automation in ensuring accountability throughout the process. Tune in to gain a deeper understanding of the principles behind a client-centric practice and gain valuable takeaways that can transform the way your firm operates.
