Power Your Advice is about discovering ideas that help you do and be more for your clients. In this podcast series, Advisorpedia seeks out and chats up industry innovators to help you understand who they are, what they do, why it matters, and why you should be paying attention.
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Power Your Advice is about discovering ideas that help you do and be more for your clients. In this podcast series, Advisorpedia seeks out and chats up industry innovators to help you understand who they are, what they do, why it matters, and why you should be paying attention.
Episode 288 – How Technology and Teamwork Elevate Client Service with James Sahagian
Power Your Advice
15 minutes 51 seconds
3 months ago
Episode 288 – How Technology and Teamwork Elevate Client Service with James Sahagian
We sit down with James Sahagian, Managing Partner at Ramapo Wealth Advisors within Steward Partners, to explore his path from an early fascination with financial markets to leading a client-focused, team-based practice. He highlights Steward’s responsive culture and commitment to innovation, which have expanded his team’s capabilities through educational seminars, digital platforms, and a holistic … Continue reading Episode 288 – How Technology and Teamwork Elevate Client Service with James Sahagian →
Power Your Advice
Power Your Advice is about discovering ideas that help you do and be more for your clients. In this podcast series, Advisorpedia seeks out and chats up industry innovators to help you understand who they are, what they do, why it matters, and why you should be paying attention.
