The Planning Desk Episode 6 | Building a meaningful client experience with Kristen Schmidt

May 12, 2021 by Kelton Corcoran

The Planning Desk Episode 6 with Kristen Schmidt 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.