Advisor Spotlight
Randy Dippell
Our Advisor Spotlight series features casual, interview style conversations with current Everplans Professionals to share best practices learned firsthand through their experience with Everplans. This Spotlight features Randy Dippell, Founder of LakeStar Wealth Management.
Key Takeaways
- How to differentiate your firm by establishing more meaningful client relationships.
- Providing structure and order to difficult estate planning situations.
- Efficiently incorporating Everplans into their workflow.
- How to cultivate new prospects by engaging multiple generations.
- Effectively introducing Everplans to your clients while addressing security concerns.
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About the Speaker
Randy Dippell
Founder of LakeStar Wealth Management
Randy founded LakeStar because he felt was the best way to serve his clients was to truly partner with them, and wanted to build a company based on the success and happiness of his clients.
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