Network pg 3 12-23-21

Details

Category: Current Issue

POMFRET CENTER — Weiss, Hale & Zahansky Strategic Wealth Advisors’ co-founder, managing partner and chief investment officer has been featured by Commonwealth Financial Network (CFN) for his expertise in maximizing productivity and time with clients. WHZ is a partner of CFN, the largest privately-owned independent Registered Investment Advisor/broker-dealer.  
Laurence Hale, AAMS, CRPS®  spoke on the topic at CFN’s annual conference in November and is featured in a recent article for the firm’s internal publication, the Commonwealth Business Review, on practices for financial advisors to maximize time with clients, optimize productivity and build a growth-oriented, enduring firm.
Hale was chosen by CFN as a conference speaker and featured advisor in the article because he was identified in an independent study commissioned by CFN as being among the firm’s top decile performers in productivity.  
According to the study these top performers spend, on average, 37 percent more time on client meetings than other financial advisors. They also make a greater investment in their staff, infrastructure, and processes to optimize efficiency while delivering a consistently great client experience.   
Hale said that at WHZ, those achievements don’t happen by chance but are part of the strategic, data-driven approach the firm takes not only to their own operations but to the services they provide to their clients as well.
“Every year, we use a strategic planning process to get everybody rowing in the same direction,” he said. “We identify current strengths and weaknesses and areas of opportunity for the business and industry. Our firm focuses on financial planning, so the most important question we ask each year is how our processes can be improved to elevate the client experience.”  

.