ÜBER DIESE EPISODE
Michael Back, founder of Human to Human in Australia which helps financial advisors create loyal clients who make your business more profitable, joins the show. Michael is a customer experience enthusiast, business coach, people lover and multi-award winning marketing consultant.
In this episode, we're chatting about how to make each year of your client experience better than the last. And how to determine and prioritize the right activities at the right time to make that happen.
Show notes at https://innovatingadvice.com/post/episode79
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VERGANGENE FOLGEN SUCHEN
Vorhandene Folgen von The Innovating Advice Show durchsuchen.
WEITERE EPISODEN IN DIESEM PODCAST
After a few weeks hiatus, The Innovating Advice Show is back!
Here's a look back at the show in 2020, what I've been up to during the hiatus and what's new with the show and Innovating Advice in 2021 (hint: lots!).
Note: This was my first ever live stream and I'm uploading the audio unedited for …
Welcome to the return of our regularly scheduled episodes!
Natalie Yan-Chatonsky, founder of Full Time Lives in Australia, works with financial planners to help change the conversation around retirement and help people build healthy, meaningful and connected lives after full-time work.
Listen o…
Penny Phillips, President and co-Founder of Journey Strategic Wealth, has spent years supporting financial advisors to embrace change and discover new ways to thrive.
In this episode, Penny and I discuss old belief systems and structures and how to shed them in order to grow your business.
Penny …
Kate Healy, who is known and admired for her expertise and passion around all things nextgen in financial planning, joins the show.
We're chatting about how the pandemic has been a catalyst for change in how we go about attracting and developing the next generation of talent - not just in client f…
Rechtliche Hinweise: Der auf dieser Seite eingebettete Podcast und das Bildmaterial stammen von Kate Holmes, das Eigentum seines Eigentümers ist und nicht mit Listen Notes, Inc. verbunden ist oder von diesen unterstützt wird.
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