Chris Schiffer, Executive Vice President, AEPG Wealth Strategies met with Julie Cooling, Founder & CEO, RIA Channel to discuss the firm’s emphasis on client communication and team structure.
The $930 million firm, based in New Jersey, offers financial life planning and comprehensive wealth services. At AEPG, CFPs and CFAs work together to paint the entire picture for clients. While still remaining generalists in nature, each planner at the firm specializes in an area, like social security, retirement or divorce scenarios.
On the investment side, the firm keeps clients informed through a monthly commentary on the markets and accessibility to CFAs for more in-depth questions. This transparent structure helps calm client nerves, bring insights to the planner’s forefront, and establish open lines of communication.