123 Building better client experiences

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

BMO, Ben D. Jones, and Emily Larsen with BMO Global Asset Management에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 BMO, Ben D. Jones, and Emily Larsen with BMO Global Asset Management 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

3+ y ago 35:20

MP3•에피소드 홈

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 에피소드

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