After building the company’s marketing model and earning the role of Chief Marketing Officer, what does one do next? In the case of our own Amanda Maier, it’s taking on new challenges with the same drive and creativity that made her an excellent leader.
In her new role as Director of Wealth Advisory Services, Amanda is concentrating her efforts on enhancing the client experience, business development, and streamlining more of our company’s internal processes.
Part of the “fresh look” Amanda has been bringing to her role has involved creating a dedicated planning support team to further bolster the work of our wealth advisors. This team handles essential but time-intensive tasks—such as meeting preparation and follow-up—allowing advisors to focus on facilitating deeper, more meaningful client conversations.
“No two clients are the same, which is both a challenge and an opportunity in our field. By freeing up time for more thoughtful interactions, our advisors can better understand the nuances of each client and deliver personalized service that leads with appreciation—because gratitude is one of the best growth strategies.”
– Amanda Maier
We’re excited to see where Amanda takes us next!
