Wipfli's senior manager Robert Zondag is passionate about bringing clarity to clients in the face of complex business issues and regulatory matters.
I had the opportunity to catch up with Zondag at this year's MarketCounsel event in Las Vegas. We discussed the importance of the client journey map and how to best use it within your advisory practice.
"Of all the things we talk about – how someone comes to experience your firm, how someone builds a relationship, how someone continues to invest with your firm – a client journey map is an important tool."
Click on the video below to watch the full interview.