Western Financial Group had 300,000 renewing clients and a team that genuinely cared about each one. What they didn't have was the time to reach all of them with proactive, personalized client service. As the market softens, clients have more options and competition picks up. In this fireside chat, you'll hear directly from Morgan Mackenzie, SVP, Enterprise Strategy, Partnerships & Transformation, at Western Financial Group on the operational changes Western made to close that gap.