Offline dengan aplikasi Player FM !
#461 Carlie Thatcher
Manage episode 439337563 series 1398082
Carlie is a Financial Adviser at MBS Insurance. She and James discuss her experience in the insurance industry, her role at MBS Insurance, the company's processes for engaging with clients and managing renewals, as well as the challenges and strategies involved in providing insurance-only advice.
Carlie Thatcher LinkedIn: https://www.linkedin.com/in/carlie-thatcher-4b5515115/ MBS Insurance Website: https://mbsinsurance.com.au/
moneyGPS. Discover the digital advice platform that will future proof your business: https://ensombl.com/go/20240912
Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/
General Disclaimer – https://www.ensombl.com/disclaimer/
932 episode
Manage episode 439337563 series 1398082
Carlie is a Financial Adviser at MBS Insurance. She and James discuss her experience in the insurance industry, her role at MBS Insurance, the company's processes for engaging with clients and managing renewals, as well as the challenges and strategies involved in providing insurance-only advice.
Carlie Thatcher LinkedIn: https://www.linkedin.com/in/carlie-thatcher-4b5515115/ MBS Insurance Website: https://mbsinsurance.com.au/
moneyGPS. Discover the digital advice platform that will future proof your business: https://ensombl.com/go/20240912
Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/
General Disclaimer – https://www.ensombl.com/disclaimer/
932 episode
Все серии
×Selamat datang di Player FM!
Player FM memindai web untuk mencari podcast berkualitas tinggi untuk Anda nikmati saat ini. Ini adalah aplikasi podcast terbaik dan bekerja untuk Android, iPhone, dan web. Daftar untuk menyinkronkan langganan di seluruh perangkat.