Optimize your practice with holistic planning by following a disciplined four-step process to deliver an exceptional client experience. The V4 Client Experience™ is a unique, indispensable, and repeatable process that enables you to offer your clients ongoing personalized financial services through four cohesive steps.
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Moderator Editor in Chief, Accounting Today
Chad A. Smith CFP®, ChFC®, CLU
Wealth Management Strategist, National Sales Department HD Vest Financial ServicesSM
Holly Manton, CFP ®, ChFC ®, CLU®, NSSA®
Wealth Management Consultant, National Sales HD Vest Financial ServicesSM