What does an advisor of the future look like? How can you adjust your process and team to elevate the client experience?
In this episode, Duncan has a conversation with Chris Garcia, CEO of the Azimont Group. They discuss Chris’ journey to building a successful Franchise Ready practice. How his focus on people, his practice, and his process have contributed to continued growth while elevating his client experience and referability.
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Connect With Chris Garcia:
About Our Guest:
Chris Garcia is the CEO of Azimont Group, a private wealth advisory practice of Ameriprise Financial Services, LLC. He graduated from Texas State University with a degree in Finance and quickly found his life’s calling. Chris is passionate about helping my clients build confidence in their financial futures. He helps them gain confidence in their future, knowing that they have a plan in place to help them reach their financial goals. Knowing that they have a team of professionals helping them manage their financial lives through a comprehensive process allows them to focus on the things that matter most, instead of worrying about the things that are out of their control.
Community is very important to Chris. He and his wife, Stephanie, are very involved with their church, and Chris serves on the Board of Trustees of the Texas State University Development Foundation. In his spare time, he enjoys spending time with Stephanie and their growing family, playing golf, and traveling.
Bob Saget's Here For You
BOB SAGET’S HERE FOR YOU is a podcast that is like no other— For one, this podcast has guests who are friends of Bob’s, or just really interesting people who many of you know and love. Secondly, this podcast is unique because it goes inside Bob Saget’s mind, and then quickly filters out through his mouth. Bob has a way of calming people he has conversations with as well as being entertaining and often informative. Bob talks with his guests with genuine empathy and humor, while reaching his unusually diverse audience that he talks to as a friend, Bob is the dad with great advice, the irreverent funny guy who’s always there when you need a laugh, and the free-associative Bob who goes off on crazy tangents then returns to the subject at hand, as serious or as comedic as it may be, to wrap up each episode in a way only Bob can do. Because he really does believe, “He’s here for you."
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