As chief executive officer, Angela leads the global executive team steering them toward a common mission of delivering state-of-the-art technology to clients of all sizes worldwide. Her personal goal at Advicent is to perfect the customer experience and create extremely satisfied, life-long clients as well as develop a team of first-in-class leaders across the business.
Advicent Solutions is monitoring the impact and spread of the Coronavirus Disease 2019 (Covid-19). Advicent maintains business continuity, disaster recovery, and pandemic plans that are updated and tested annually.
When advisors take the time to understand a client’s motivations, outlook and goals, and what they want to achieve for themselves and their families, they can present their expertise, services and added value in a way that will resonate on a deeper, emotional level.
It goes without saying that we are living in extraordinary times. Fear, stress, and uncertainty are a dangerous mixture, leaving advisors to play a critical role in connecting with and calming their clients.
Advicent announces that First West Credit Union has integrated the NaviPlan platform into the digital banking service offering for members and clients at the Canadian financial institution’s 51 branches across British Columbia.