Author: Ryan Serrecchia
Trust and personalized service seems too rare in our industry. That’s why we at EP have created a systemized approach to deliver a more consistent experience, based on advisors’ best practices.
I was interviewed by Marie Beerens in her article, “Digital Age Is Driving The Financial Industry, But Is There Still Room For Personalized Service?” where I spoke about how we integrate technology into our process as a means to have a more consistent experience and develop a deeper connection with our clients. If you’re interested in looking under the hood of our company, this is a good article to read!