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Eryka Morehead - The Three Lenses
Manage episode 295641844 series 2917647
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Eryka Morehead joined the show to discuss the process of identification that Collaborative Planning Group uses to find success with their clients. They identify risk, create solutions and implement strategies, otherwise known as the three lenses. Each lens helps to better understand the client and their specific needs. Learn more about the process in this episode of GPP!
Drink of the day: Mojito
Episode links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Collaborative Planning Group: https://collaborativeplanninggroup.com/
Eryka Morehead: https://www.linkedin.com/in/eryka-morehead-cpg/
Elliot Bassett: https://www.linkedin.com/in/elliot-bassett-aip-cpcu-84499515/
This episode is sponsored by LAUNCH.
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