A Team Centered Story with Mindi Cooper

About this episode

Mindi Cooper shares her journey with Procino-Wells & Woodland, LLC, highlighting the firm's team-centered approach and her personality during the estate planning process.

Team Centered. It's one of our four firm pillars and Mindi Cooper, Estate Planning Coordinator, is our "guest" today to share her journey with the firm. She and our Firm Manager, Sherri Holder, shed a little more light on Mindi's personality - the things our clients don't always get to see during the estate planning process. This episode is sure to make our list of favorite segments ever. Caution: There's a fire engine in the background during a few seconds of this episode.

People in this episode

Guest: Mindi Cooper

Topics covered

• team dynamics
• estate planning
• personal stories
• firm culture

Keywords

• team centered
• estate planning
• firm culture
• client experience
• personal journey

Mentioned in this episode

Organizations: Procino-Wells & Woodland, LLC

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