The following originally appeared in WealthManagement.com.
In the latest Focus on the Future podcast episode, industry veteran Suzanne Siracuse chats with Net Positive Consortium member Tom Orecchio, CEO of Modera Wealth Management, about the evolving dynamics and secrets to building a successful financial advisory firm.
Tom brings in his wealth of experience, sharing stories from his inspiring journey into financial planning and revealing why he continues to foster long-term client relationships.
They discuss the vital role that technology is playing in the advisor/client relationship, strategies for organic growth, and the magic behind nurturing client relationships beyond investments.