This week, we'll focus on the people side - how you can approach customers and educate them on the need for Estate Planning and why you're in the best position to manage it.
Presenters
Scott Peeler-Hammond
Head of Sales
Scott joined ChangeGPS in mid-2022 after spending 18 plus years in service and technology sales. He spends his time not just helping the leaders of accounting firms understand how to make more money, do the work faster, and most importantly get more love for the value they bring to their clients but also helping these leaders train their team to be able to grow together.
Aaron Hart
Member Success Manager
Aaron previously worked as a Senior Business Analyst, working across cross-functional teams to develop and implement strategic plans to improve efficiency and profitability. Aaron is excited to apply his wealth of business development and customer success knowledge to ChangeGPS, and support our customers in finding the best solutions for their business needs.