• 123 Building better client experiences

  • 2021/06/16
  • 再生時間： 35 分
  • ポッドキャスト

123 Building better client experiences

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  • Clients looking for a new advisor or firm are faced with an overwhelming set of options. One way to set your practice apart is by giving a lot of thought to developing an intentional client experience.

    Our guest today is Angie Herbers, Managing Partner of Herbers and Company. Angie handles strategy management and innovation for independent advisory firms who desire to grow. 

    For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.
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あらすじ・解説

Clients looking for a new advisor or firm are faced with an overwhelming set of options. One way to set your practice apart is by giving a lot of thought to developing an intentional client experience.

Our guest today is Angie Herbers, Managing Partner of Herbers and Company. Angie handles strategy management and innovation for independent advisory firms who desire to grow. 

For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.
続きを読む 一部表示

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