Customer Success Stories:
A Video Interview

Raymond J. Lucia Jr. the Executive Vice President of Raymond J. Lucia Wealth Management Company, one of the nation's preeminent financial planning firms in America recently sat down to talk to us about their experiences with video conferencing. This short and insightful video interview discusses how new video technologies have contributed to the rapid growth of the Raymond J. Lucia company, how it has become a key business tool versus the competition and his future vision of offering personalized financial services. Register and click to see this compelling 3.5 minute video interview.