In the first episode of our financial planning educational series — a compilation of short videos designed to show viewers the importance of financial planning — Wescott’s Chief Executive Officer, Grant Rawdin, and Director of Financial Planning Standards, Susan Green, discuss the firm’s core financial planning mission and the interplay of resources devoted to ensuring the strategy and discipline of financial planning, including: PerfectScore® and myWescottVault®.
To view the second episode in this series, click here.
