At this year's Wealth Access, Inc. Executive Summit, we had the privilege of hearing from Troy Jordan, Managing Director at INTRUST Bank. It's inspiring to hear from different leaders in banks and wealth management firms and learn how they define success. Troy's insights emphasize the importance of a client-centered approach, which isn't just a short-term play—it's a long-term commitment that must be integrated into strategy to truly succeed. He highlighted a fundamental aspect of strategic planning: starting with the client in mind and working backward to identify the right partners. This approach ensures every client gets the same experience, and the INTRUST team has the right tools to execute that experience. #WealthAccessExecutiveSummit #Leadership #OneWealth #OneBank #OneData
✨ 2024 Wealth Access Executive Summit ✨ At the Executive Summit, Troy Jordan, Managing Director at INTRUST Bank, emphasized a crucial aspect of strategy: start with the end client in mind, then work backward to identify the right partners and projects needed. For Troy, it’s all about efficiency and ensuring the final delivery creates meaningful client experiences. A client-centered approach isn’t a short-term play—it’s a long-term commitment that must be baked into strategy to truly succeed. #ClientExperience #StrategicExecution #Partnerships #WealthAccessExecutiveSummit #Leadership #OneWealth #OneBank #OneData
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4moSuch an insightful approach to strategic planning! What was your biggest takeaway from this summit? David Benskin