This blog post is part of a series highlighting Key Management Group team members.
As a financial analyst, Natasha Lynn brings together a commitment to quality with her love of working with a team to serve our advisor clients. Prior to her joining Key Management Group three years ago, she worked in the medical space providing […]
Client experience is a primary focus for many financial advisory practices. Rightfully so, as without happy clients a practice wouldn’t exist. Yet many advisors fail to deliver a seamless and consistent client experience, especially when it comes to financial planning. We found that the key to success is having clearly defined roles […]
Keeping clients happy and engaged is critical to the survival of any financial advisory practice. Which is why advisors place so much emphasis on the client experience. Despite all the hype around driving client experience, many practices fail to deliver a quality experience consistently to every client. The inconsistencies can occur across a practice, with […]
Scaling a financial advisory practice can feel like the classic chicken and egg paradox. You need to add more clients to increase revenue, but to serve those clients you feel you must spend more money on staff, technology, and other resources. Sometimes it’s a capacity issue, and you feel like you need to add staff […]
This blog post is part of a series highlighting Key Management Group team members.
For the past seven years, Andrea Cwiklinski has served as a valuable member of Key Management Group. She came to us from an administrative support role in a financial advisor’s office. Originally, she began in our Practice Management division, but soon found […]
The pandemic has forced every industry, including financial advisors, to shift to remote work and virtual meetings. Many have adapted well, while many others continue to struggle to deliver the same level of service virtually as they would in the office. Although the means of delivery has changed, it is still possible to provide the […]
