Going Above And Beyond: How To Capture Clients' Voices To Improve Satisfaction And Engagement Managing Your Practice podcast

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MBA Entrepreneur Business Dimensional Fund Advisors Financialadvisor Advisorpracticemanagement Advisorybusiness Bestpractices Businessgrowth Smallbusiness Entrepreneurship

Konten disediakan oleh Dimensional Fund Advisors. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Dimensional Fund Advisors atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

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Going Above and Beyond: How to Capture Clients' Voices to Improve Satisfaction and Engagement

1+ y ago 43:08

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Konten disediakan oleh Dimensional Fund Advisors. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Dimensional Fund Advisors atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Julie Littlechild, founder and CEO of Absolute Engagement, has spent over 25 years finding ways to measure the client experience in financial advisory firms. She shares how advisors can analyze feedback from clients around engagement and satisfaction to anticipate needs and wants, and ultimately help clients drive business growth through referrals.

… continue reading

45 episode

#MBA #Entrepreneur #Business #Dimensional Fund Advisors #Financialadvisor #Advisorpracticemanagement #Advisorybusiness #Bestpractices #Businessgrowth #Smallbusiness #Entrepreneurship

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Going Above and Beyond: How to Capture Clients' Voices to Improve Satisfaction and Engagement

Managing Your Practice

published 1+ y ago

Bagikan

MP3•Beranda episode

Konten disediakan oleh Dimensional Fund Advisors. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Dimensional Fund Advisors atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Julie Littlechild, founder and CEO of Absolute Engagement, has spent over 25 years finding ways to measure the client experience in financial advisory firms. She shares how advisors can analyze feedback from clients around engagement and satisfaction to anticipate needs and wants, and ultimately help clients drive business growth through referrals.

… continue reading

45 episode

#MBA #Entrepreneur #Business #Dimensional Fund Advisors #Financialadvisor #Advisorpracticemanagement #Advisorybusiness #Bestpractices #Businessgrowth #Smallbusiness #Entrepreneurship

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