Foundational Estate Planning Series

Transforming Your Practice: The Client-Centric Journey

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.