Expert Panel Convenes at Janiczek® to
We host a panel of distinguished experts to review advising high net worth clients. Panel members include, Brady Siegrist, Managing Director of Wealth Management, Janiczek® Wealth Management; Eric Gordon, CAPI, The Denver Agency, Jeff Belair, Tax Partner, EKS&H; Adam Truitt, Principal, Financial Designs, Ltd.; Mike Stiff, Partner, Baker and Hostetler, LLP.
Managing high net worth clients takes expert knowledge, business etiquette, and getting the right team of people to give consistent advice. Building the right relationships ahead of time, between advisors, gives them a leg up when it comes to actually sitting down with clients.