Much like a financial or travel advisor, where the approach to the customer would be, so Mr. or Mrs. Customer, where do you aspire or wish to go on your financial travel journey? Allow me to help take you there. Let me be your guide.

May 9, 2024 / CEO / receipt, needs a key / Chris Forgy, CEO | earnings call 2024-05-09 | transcript d05d2218-fd2e-421d-b695-c4477ce7ae8a | chars 3337-3570 | segment 3