author title
Marketing Manager, Financial Services
My Background
Cody McKinney is a global financial services marketing manager with Salesforce, focusing on wealth and asset management. He has worked in the wealth and asset management space for his entire career and in multiple capacities, including at New York Life Investments, Stifel, and Morgan Stanley,
before joining Salesforce.
As clients want more proactive advice and personalized plans, it may be time to step your game up. We’ve outlined 3 ways you can improve the financial advisor-client relationship by thinking like a coach.
