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Interview with Kristi Baker: Blending Technology & Human Connection
Manage episode 296408466 series 2946084
المحتوى المقدم من Ross Marino. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Ross Marino أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
In this episode of OUTCOMES, Ross Marino talks with CSi Advisory Services Managing Partner Kristi Baker.
In this episode:
-The early days of the 401(k) world.
-What does CSi Advisory Services do for their clients?
-Why is it important to really connect with your clients?
-What advice would Kristi Baker give a new advisor entering the 401(k) world today?*
-How is CSi combining sponsor focused and participant focused advising?
-The importance of 401(k) advocacy.*
-Technology based interaction vs the importance of the human element through a revenue lens.*
-Working with employers to improve employee financial wellness.
-Technology based interaction vs human interaction through a personal lens.*
Connect with Kristi Baker on LinkedIn
Learn More About CSi Advisory Services
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