The Evolution Of Client Communication With Carol Anderson and Andree Peterson (Ep.31)

By perfectlyintegrated | March 30, 2022

With technology’s constant evolution, the number of ways financial advisors can provide efficient and comprehensive advice increases through the tools we now have access to.

In this episode, Matt Ackermann is joined by the FPA Carol Anderson, President of MQ Research And Education, and Andree Peterson, Chief Implementation Officer at Integrated Partners. They reveal how communication has evolved thanks to technology and the impact this has on client comprehension regarding their own financial and retirement plans.

Carol and Andree discuss:

Different types of communication methods
How a difference in knowledge impacts communication and understanding
The pandemics impact on technology acceptance
What the future holds for client advisor communication
And more

Connect With Carol Anderson:

Connect With Andree Peterson:

Andree Peterson

Connect With Matt Ackermann:

About Our Guests:

Carol:

Carol Anderson is the founder and President of MQ Research & Education™ . She has an M.S. in Consumer Economics & Family Resource Management and a diverse background in business, education, and financial services. Since 1989, Carol has focused on the issues of financial planning education, retirement preparation, life planning, and productive aging. As a researcher, writer, and consultant, Carol has worked with a broad range of companies and non-profit organizations in designing studies, conducting analyses, and compiling research reports. In addition, Carol has written articles, developed publications, and designed educational tools, materials, and training workshops. She is a member of the Financial Planning Association,Association for Financial Counseling and Planning Education, and Financial Therapy Association. When not working, Carol enjoys spending time with her family and pets, gardening, and hiking.

Andree:

Andree Peterson helps create successful referral relationships between CPAs and advisors through The Integrated CPA Alliance. This program has been in place since the inception of the firm and her role includes supporting its growth and evolution. They now proudly call over 127 CPA firms their trusted resources – they know they can count on Integrateds’ advisors to deliver for their clients, and vice-versa. It is perhaps the most sought-after growth driver at the firm, among many.

She takes great pride in my ability to effectively transition advisors to Integrated, creating a smooth process for all involved. Their partner firms have made an important decision by choosing Integrated Partners. Having managed the transition of over 160 advisors and 50,000+ client accounts, Andree has witnessed first-hand how crucial it is to maintain discipline, apply a strong process and ensure that she is with the new team members every step of the way as they come aboard.

This may be a business decision, but it is also highly personal. Andree find ways to solve complex problems quickly, and ways to meet the needs of individual clients while maintaining efficiency, all the while keeping in mind the emotional side of a transition.

Disclosure:

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.

The Integrated CPA Alliance is not affiliated with LPL Financial.

Carol Anderson is President of MQ Research and Education and is a separate entity and not affiliated with Integrated Partners and LPL Financial.

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