Prove your worth as an advisor by filling gaps in your clients’ planning.
Everplans Advisor Spotlight:
Featuring Randy Dippell
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Original Air Date: December 7th at 4:30 PM EST
Join Randy Dippell of Lakestar Wealth for an informal discussion of how he has used Everplans to strengthen client relationships and provide service beyond the ordinary.
Randy has been in the financial services business for 25 years. He has spent the last 16 years in Wealth Management. Prior to founding LakeStar, Randy was a Vice President in the Private Bank at J.P.Morgan, where he managed approximately $400 million for his clients.
Randy founded LakeStar because he felt was the best way to serve his clients was to truly partner with them, and wanted to build a company based on the success and happiness of his clients.
Connect with the next generation of clients by working with both benefactors and beneficiaries.
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Due to technical difficulties, we only recorded the audio.
Strengthen client relationships by involving them in the active work of their end-of-life plans.
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