CEO Chris Boyd of Asset Management Resources (AMR) announces an exciting merger of AMR with Wealth Enhancement Services (WEG). Chris shares his reasoning and process of selecting WEG to partner with. Chris goes on to discuss his primary reason for the merger is to enhance service and resources for the AMR clients. Jeff Perry and Scott Birmingham discuss with Chris some of the benefits clients will see in the coming weeks and months, including additional expertise for unique and complicated issues. Scott also shares his thoughts on financial planning software that should enhance the overall client experience. Chris also reviews what will not be changing after the merger, including that he and Kristen Boyd will remain as the leaders of the AMR Team in the Hyannis Office. The current AMR staff will also remain in their current positions and the level of service to clients will not change. Chris shares that CEO Jeff Dekko of WEG will be a guest of the show in approximately two weeks.
AMR and WEG merger 2024 CEO Chris Boyd's strategic move Wealth Enhancement Services collaboration Enhancing AMR client services Financial planning software advancements Jeff Perry on client benefits Scott Birmingham's financial insights Leadership continuity in AMR Hyannis Office Upcoming guest CEO Jeff Dekko
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