BerniePortal October 2019 Dynamic Duo Spotlight
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
What 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: