GIỚI THIỆU VỀ TẬP NÀY
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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Tìm kiếm các tập trước của The Innovating Advice Show.
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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.
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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.
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Tuyên bố miễn trừ trách nhiệm: Podcast và tác phẩm nghệ thuật được nhúng trên trang này là của Kate Holmes, là tài sản của chủ sở hữu và không được liên kết hoặc xác nhận bởi Listen Notes, Inc.
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