About this episode

Rachel Walker and Liz Hanson discuss the operations of KPC Financial Solutions' client support team and their relationship with clients post-advisor meetings.

In this episode of the KPC Smart Money Podcast, Rachel Walker and Liz Hanson pull back the curtain on KPC Financial Solutions' client support team, explaining everything that happens after a client's advisor meeting ends. They cover application processing, account tracking, insurance company follow-ups, and the personal relationships they build with clients along the way. · The client support team manages the entire back-office process after an advisor meeting — collecting sensitive info (Social Security numbers, birthdates, beneficiaries), submitting paperwork, and tracking it through insurance companies and banks, sometimes requiring calls lasting several hours (Rachel once spent four and a half hours on a call with the IRS). · Keeping account and bank information current is critical, since outdated details slow down how quickly clients can access their money when they need it urgently. · Beyond paperwork, the team emphasizes relationships and faith: they describe clients as family, pray for them (and welcome prayer requests), and value personal check-ins as much as the transactional work. · KPC's motto, "Knowledge, Planning, Confidence," reflects services extending beyond…

People in this episode

Hosts: Kevin Christ, Karin Christ

Guests: Rachel Walker, Liz Hanson

Topics covered

• client support
• financial services
• application processing
• insurance follow-ups
• client relationships

Keywords

• client support
• financial solutions
• application processing
• insurance
• client relationships
• KPC
• back-office process

Mentioned in this episode

Organizations: KPC Financial Solutions, IRS

More episodes of KPC Smart Money Podcast

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• Episode 167: Meet the KPC Team · February 7, 2026 · 10 min
• Episode 166: Memory Training · January 26, 2026 · 14 min
• Episode 165: Living Well is Better Than Living Longer · January 20, 2026 · 12 min
• Episode 164: What's happening with Gold & Silver right now · January 9, 2026 · 12 min
• Episode 163: Christian Charitable Giving · September 11, 2025 · 15 min

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