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November 11, 2021 57 min

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.

Chris discusses:

  • The benefits of outsourcing your wealth management 
  • How professional branding can impact growth 
  • How to increase the enterprise value of your business
  • What an advisor of the future looks like
  • And more
  • Connect With Duncan MacPherson:

  • https://www.paretosystems.com/ 
  • 1.866.593.8020
  • Duncan on LinkedIn
  • Connect With Chris Garcia:

  • Chris Garcia: Ameriprise Advisor
  • Chris Garcia on LinkedIn
  • Azimont Group
  • 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.

     

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