The Planning Desk Episode 4 | Transforming client-advisor meetings with Corey Westphal

April 14, 2021 by Kelton Corcoran

The Planning Desk Episode 4 with Corey Westphal thumbnail

About the author

Kelton Corcoran

Senior content marketing specialist

Kelton Corcoran is a senior content marketing specialist at NaviPlan, the financial planning technology provider of choice for more than 140,000 financial professionals.