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Teaching an old dog new tricks

Gino Saggiomo, CFP; Ross Vanderwolf, CFP

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When industry veteran Vanderwolf began growing his practice, he viewed it as heavily transaction-based business. But as the financial services industry and his practice matured, he realized the need for change toward a service- and advice-oriented business, which meant improved systems and technology. Vanderwolf and Saggiomo outline the specific changes required (both for growth and compliance), how they implemented those changes, what didn't work well, and what tools and processes they found most useful. Learn how this relationship between the "old dog” and the “new dog" grew and ultimately resulted in a thriving practice.
 

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