Ep 13: Providing an Excellent Client Experience with Cornerstone Wealth Management

Advisor Development Show with Karl Hoover

Oct 6 2021 • 33 mins

Providing a great client experience can make a difference in the growth of your business. On today's episode, we are speaking with Anthony from Cornerstone Wealth Management in Las Vegas, Nevada. Cornerstone is leading the industry with innovative ideas. Their investment approach is providing clients with consistent income in their portfolios. By keeping things simple for their clients, conducting seminars, and keeping up to date on trends, they are making meaningful connections on a personal and financial level.

Read and learn more: http://advisordevelopmentshow.com/podcast/ep-13-providing-an-excellent-client-experience/2338/

Learn more about our guest: https://www.cornerstonevegas.com/who-we-are/#team

What we discuss:

1:45 – Favorite thing to cook?

2:10 – Favorite Lakers player

2:56 – How he got into the business

5:39 – Role at Cornerstone Las Vegas

9:11 – What makes Cornerstone different?

12:10 – Fixed index annuities

15:44 – Structured notes

21:10 – Software and technology

26:00 – Trends in marketing

27:22 – Ambassador program

28:55 – Partnership with FIG

31:20 – Share a life lesson