What is the greatest success you've had since joining LWP?
Building a great team that's committed to our goals.
Moving to the cloud-based Actionstep system last year has made it so much easier to work from home and/or check in on things when I'm traveling. I can even log in during an RMS meeting if I want to check a particular client's status if the advisor asks.
How has being part of LWP impacted your team and your practice?
The LWP tools allow us to operate efficiently and in an organized manner. Our clients and referral sources regularly compliment us on our organization and thoroughness.