Welcome to the latest episode of Capitaliz Insights! In this episode, we have the pleasure of introducing you to Zach Broyles, one of the key players on our team. Zach joined Capitaliz in late 2022 and is currently leading the sales team from our North American headquarters in Denver.
In this engaging conversation, Zach shares his career journey, which began in the tech industry, followed by starting his own business, and finally transitioning to financial services. He provides valuable insights into the day-to-day workings of his role and his personal philosophies on client service and the Capitaliz approach.
Join Craig and Zach as they discuss the exciting plans for the future at Capitaliz, including how they plan to innovate and develop their process to deliver the best possible value to their advisors and their clients. This episode is packed with useful information and inspiring ideas that will leave you feeling motivated and ready to take your business to the next level!