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BerniePortal October 2019 Dynamic Duo Spotlight

BerniePortal Broker Partners Radwick & Lightle

Dynamic Duo: Radwick & Lightle + John Googe

BerniePortal is more than just a software platform to its licensees—it’s a partnership! In order to demonstrate our commitment to this approach, we’ve asked broker partner Justin Foltz at Radwick & Lightle and BerniePortal Advisor Success team member, John Googe, to share more about their experience working together.

What Justin has to say about the partnership

Radwick & Lightle has served clients in the Pacific Northwest for 20 years. Since we began utilizing BerniePortal in March of 2019, we have been working to migrate over many of our clients to the system. Although there’s been a learning curve for both us and our clients, we are finding just how beneficial it is for everyone.

Our Advisor Success team member, John, has been so helpful in teaching us the many benefits of BerniePortal. We are grateful for his guidance and assistance as we explore all that the system has to offer. We look forward to many years of partnership with our clients and BerniePortal.

- Justin Foltz, Radwick & Lightle

John.googeWhat John has to say about the partnership

Working with Curt, Justin, Heather, and CC at Radwick & Lightle has been an absolute pleasure. They were eager to learn the system from day one and over the past 6 months, we’ve moved several larger groups on to BerniePortal. I’m looking forward to continue to help them with their implementations - and more!

- John Googe, BerniePortal Advisor Success 

Check out these additional resources to learn more about BerniePortal's unique support model and partnership approach to success:

Check out the September Dynamic Duo Spotlight

How Advisor Success sets BerniePortal apart

Full Service Implementation: The Partnership Approach 

 

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