On the agenda:
- Maximizing client relationships, from the discovery meeting onward
- Turning complex topics into simple and actionable steps for goal fulfillment
- Understanding a client’s full “financial toolkit,” including how to access available resources and assets
- Improving key processes with technology that you can scale across your book, without sacrificing quality advice
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Devon Klumb CFP®, BFA™
Strategic Sales Manager at Betterment for Advisors
Devon Klumb works with advisors to implement the Betterment for Advisors platform in their practices. Before joining the Betterment team, Devon served clients as a Certified Financial Planner™ at an $80 million RIA that he co-founded and scaled before selling to a larger firm. Devon is dedicated to helping advisors scale their businesses and serve their clients better. He currently lives in Cincinnati, OH.
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Katelyn Bombardiere, CFP®
Financial Advisor at Commas
Katelyn Bombardiere started her career in the high-net-worth wealth management industry where she quickly realized her passion for helping the "everyday" investor. She sought a different approach to help people (like her friends, family and peers) without worrying about asset minimums.
