Adam Torres and Breene Murphy discuss process mapping.
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Show Notes:
Process mapping is the route that many companies take to get from good to great. In this episode, Adam Torres and Breene Murphy, Director of Client Experience at EP Wealth Advisors, explore the benefits of process mapping and what business owners should know.
About EP Wealth Advisors
EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $5 billion in client assets under management (as of June 30, 2019). At EP Wealth Advisors, our job is to help you understand where you are going before deciding how to get you there. Today’s economic landscape is constantly evolving and as a result, there is no formulaic answer for investment management and financial planning. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff has enabled our firm to develop a fully integrated investment portfolio along with an individualized wealth plan, providing you with the answers and insight to your questions with one simple goal: your peace of mind.
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