{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"","title":"Client Engagement Is the New Alpha Featuring Craig Martin","description":"

What’s the best way to add alpha to your practice?


Is it tech? Your brand? Some special sauce? Or is it as simple as improving your client engagement experience? Join us as we chat with Craig Martin, Executive Managing Director, Global Head of Wealth & Lending Intelligence for the J.D. Power wealth management division to gain some very valuable insights into what he and his team are learning from their research driven data.


In this episode Craig, Adam and Derek chat about:



Resources:


Connect With Adam Holt:



Connect With Derek Notman:

","author_name":"H. Adam Holt, CFP and Derek N.H. Notman, CFP"}