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Changing your client experience with a team based approach to advice - Calypso Waddell, Team Leader - Australian Private Capital
Manage episode 349044419 series 3333605
Mark Akeroyd에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Mark Akeroyd 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.
This week's guest is Calypso Waddell, Team Leader at Australian Private Capital (APC). With her years of experience managing process and operations at APC, Calypso joins us to discuss how they went about changing their tech stack and client experience, in particular with their team based approach to advice.
Calypso discusses:
- How APC manage their team based approach to advice rotating advisors and making support staff client facing
- The foundations they need to have in place to execute team based advice experiences
- How they assessed their tech stack & experience when they were considering a change
- How they considered rolling out the change with their client base
- What their decision making process was for changing their business templates, tasks and deliverables.
To learn more about how Lumiant can help you engage clients with values based advice visit www.lumiant.io
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