123 Building better client experiences

Better conversations. Better outcomes. | Presented by BMO Global Asset Management

Контент предоставлен BMO, Ben D. Jones, and Emily Larsen with BMO Global Asset Management. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией BMO, Ben D. Jones, and Emily Larsen with BMO Global Asset Management или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.

3+ y ago 35:20

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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.

136 эпизодов

#MBA #Ben D. Jones #Emily Larsen with BMO Global Asset Management #BMO #Trading #Business #Financial Advisors