Providing customized planning using teaming and technology, with Letitia Berbaum and Bart Zandbergen

While a lot of advisors may say they offer financial planning, not all manage to offer dynamic customized plans to clients. For advisors Bart Zandbergen and Letitia Berbaum with The Zandbergen group, a DBA* of Axxcess Wealth Management in Laguna Beach, California, making planning a priority not only helps them stand out, it makes them essential. They are often the first ones called when clients are facing an emergency.   In this episode, you’ll hear about their planning process, and how it’s enabled by technology and smart teaming. They also explain why they family wealth conversations early and often, and how to have that conversation with clients.   For more, visit PracticeLab. *DBA stands for does business as another firm name.

Om Podcasten

If you are a financial professional looking to grow your business, improve your client acquisition and service skills and gain efficiency to help you save valuable time, then the PracticeLab podcast is a program for and about you. In this series, we go coast-to-coast talking to financial professionals who are finding success through practice management skills, and who are ready to share their best ideas with you. If you're interested in acquiring more clients, attracting high net worth prospects, enhancing your client experience, scaling your practice and more, then you’ll want to tune in to these episodes and hear some of the best ideas in the business. The PracticeLab podcast is brought to you by Capital Group, home of American Funds. You can find all our episodes and more at capitalgroup.com. We hope you enjoy what you hear and — more importantly, what you learn — on the PracticeLab podcast. On or around July 1, 2024, American Funds Distributors, Inc. will be renamed Capital Client Group, Inc.