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049: An Inside Look at the SHP Solutions Teams with Nick Nelson
Manage episode 399736075 series 3001511
Контент предоставлен Jamie Fallon, Derek Gregoire, Keith Ellis, and Matthew Peck. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Jamie Fallon, Derek Gregoire, Keith Ellis, and Matthew Peck 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.
One of the most popular questions that we get from our clients is, "How are you different?" It's a simple question but difficult to explain in 10 words or less. The quick answer is that it's not just the people, our portfolios, or our years of experience on our teams. It's all of it... and more.
Here to help me explain what sets SHP apart from other firms is VP of Advisory Solutions, Nick Nelson. Nick started at SHP in 2016 and has been instrumental in helping us grow our business to what it is today.
So today, we'll discuss how we've been a culture that prides itself on delivering an outstanding client experience by putting our clients first and going beyond helping them achieve personal or financial goals. You'll also hear why all of our teams are solutions teams and how each team is making a difference in the growth of our business and our client's lives.
In this podcast interview, you’ll learn:
- How being a good culture fit is so important for new hires.
- Why the Advisory Solutions team is such an integral part of client experience.
- The ripple effect of growing your firm with trusted and dedicated team players.
- How SHP’s 3rd party relationships enhance the client experience.
Want the Full Show Notes?
To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast
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