Providing customized planning using teaming and technology, with Letitia Berbaum and Bart Zandbergen

04/03/24 • 16 min

While a lot of advisors may say they offer financial planning, not all manage to offer dynamic customized plans to clients. For advisors Bart Zandbergen and Letitia Berbaum with The Zandbergen group, a DBA* of Axxcess Wealth Management in Laguna Beach, California, making planning a priority not only helps them stand out, it makes them essential. They are often the first ones called when clients are facing an emergency.

In this episode, you’ll hear about their planning process, and how it’s enabled by technology and smart teaming. They also explain why they family wealth conversations early and often, and how to have that conversation with clients.

For more, visit PracticeLab.

*DBA stands for does business as another firm name.

For more, visit PracticeLab.

*DBA stands for does business as another firm name.

Previous Episode

Building a brand that speaks to your clients, with Bart Zandbergen and Letitia Berbaum

Creating a memorable brand may not come easy to financial advisors, but it can be worth the effort. That’s according to Bart Zandbergen and Tish Berbaum, the team behind The Zandbergen Group, a DBA* of Axxcess Wealth Management in Laguna Beach, California. Over time, the firm built a specialty serving ultra high net worth clients, and their brand evolved to match. Combining notions of transparency, a philosophy about “true wealth” beyond investments, and a general love of food, wine and fashion, the Zandbergen Group delivers what can only be described as a luxury experience.

In this episode, you’ll hear about Bart and Tish’s journey and learn how the two demonstrate their brand at every client touchpoint — from the office space, to the digital space, to client conversations.

For more, visit PracticeLab.

*DBA stands for does business as another firm name.

Next Episode

Carving out a niche and winning prospects in it, with Scott Oeth

There are many ways for financial advisors to carve out niches for themselves. In this episode, Scott Oeth of Cahill Financial Advisors in Minneapolis recounts how he carved out his: by recognizing how poorly understood executive compensation was and developing technical expertise in that area, leaning into personal affinities like volleyball and wilderness exploration, servicing 17 clients who worked at the same company, forming study groups with other professionals working with his target clients and creating a robust content marketing engine.

Since Oeth joined Cahill in 2008, the firm’s assets under management have grown from $70 million to over $1.2 billion, of which he manages $230 million. Listen to his episode to learn about how to acquire new clients and grow your practice. For more, visit Capital Ideas.