Recently Heritage leadership, including Founder and CEO Chuck Bean, President Sammy Azzouz, Managing Partner Jim Scally, CIO Bob Weisse, and Compliance Manager Jennifer Watson presented Assembling a Top Advisory Team to Create Scalability and Superior Service at the Ritz Carlton, Boston as part of Barron’s 2019 Advisor Summit.
The presentation was a vital component of the summit, outlining the ways that a top-ranked team successfully manages operational efficiencies, role responsibilities, internal and external communications and superior client service to best deliver a strong operational business model for a growing wealth advisory team.
“We work very hard to refine our processes and support activities to deliver the best quality client service possible.” said Chuck Bean, founder and CEO of Heritage Financial Services. “The results are evident in our extraordinary client retention and satisfaction ratings. Providing the highest level of wealth management services to our clients is at the core of who we are and we will continue to hone and improve these efforts as we move forward.”
About Heritage Financial
Based in the Greater Boston Area, Heritage Financial is a personal wealth management firm with over 20 years of experience. We help people who are serious about their finances by building smart, cost-effective portfolios paired with detailed financial planning. Heritage does not provide or receive any compensation to or from any person, firm or media in exchange for placement on a ranking. Past performance is not an indication of future results.