Jeffrey de Ropp is a Partner Experience Manager at Advicent. In the past, he worked in Partner Support as a tier 1 representative and then as a team lead. He has a deep knowledge of our partners and their unique needs.
This may sound obvious, but a one-size-fits-all approach to financial planning is not the best way to serve your clients. Every client has different needs, goals, and time horizons, meaning scalability is important for providing each client with the best advice possible.