The power of high-touch, holistic client service, with Ira Rapaport and team

With more than $2 billion* in assets under management and a 95% retention rate, Ira Rapaport and his team from New England Private Wealth Advisors must be doing something right. The fee-only registered investment advisor firm based in the Boston area credits their remarkable organic growth to next-level client experience as well as a focus on the softer side of planning, developing deep, long-term relationships with client families. It takes a long-term team approach to pull it off. Hear several members of the team join the conversation to share how they work together to provide a holistic planning experience, along with examples of the types of client services that have helped them become a multibillion-dollar firm. To learn more, visit PracticeLab. *As of Nov. 2020.