Chris Bettonville has joined the Claris team as an Operations Associate. He holds his Bachelor of Fine Arts in Illustration from the University of Central Missouri, and a Master of Business Administration with a concentration in finance from the University of Missouri-St. Louis. Chris has experience with corporate accounting, including conducting detailed analyses of corporate financials. He is a member of the Financial Management Association International-National Honor Society (FMA-NHS).
Importance of Periodic Client Review Meetings
Periodic client review meetings play a crucial role in achieving long-term success for both financial advisors and their clients. While clients may understandably feel these meetings are repetitive or routine,
Stan Royer
November 5, 2025
