This week’s episode features host Mike Woods and leadership from Private Ocean, a wealth management group that won Financial Planning’s Visionary Leader Award earlier this year.  Greg Freidman, CFP®, Founder & Chief Executive Officer, and Cynthia Greenfield, Chief Experience Officer, break down how they were able to care for clients and employees when the pandemic hit.

Don’t miss this conversation for insight on connection and communication from award-winners, including:

  • The importance of hosting educational client events AND just-for-fun “pandemic-relief” nights.
  • Meeting and retreat ideas to keep your team connected virtually.
  • How their robust communication has helped them retain clients and improve business development.

If you’re looking for ways to improve your communication and connections while staying at home, tune in to this episode today.