Founder and Principal Consultant
Level Best
Charesse Spiller is the founder of Level Best, a virtual process and operations consulting practice. Level Best partners with financial planners and proactively engages with each firm to analyze their processes, create new systems, and implement them so they can seamlessly scale their business.
Charesse's experience working with firms across the USA has shown her the ins-and-outs of what makes a financial planning firm successful while drawing key knowledge from three core areas: the financial planning process, the client experience, and technology integrations. Charesse has presented at several industry specific conferences and has been featured on various podcasts and publications.
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Monday, December 12, 2022
2:00 PM – 3:00 PM PDT