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‘The most important thing we do’: Embracing the client experience

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Konten disediakan oleh The ifa Show and Momentum Media. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh The ifa Show and Momentum Media 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.

In this episode of the ifa Show, host Keith Ford is joined by the CEO of Verse Wealth, Corey Wastle, to discuss the important role that client experience plays in an advice business. Mr Wastle explains what exactly falls within the realm of the client experience and why it is so important, as well as how Verse frames everything around values, intentions, and financial wellbeing.

Listen as they discuss:

  • The best ways to approach the client experience and how digitising the process helps.
  • How Verse has implemented video SOAs and why it is better for clients.
  • The importance of culture within an advice firm.
  continue reading

264 episode

Artwork
iconBagikan
 
Manage episode 395896564 series 2512387
Konten disediakan oleh The ifa Show and Momentum Media. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh The ifa Show and Momentum Media 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.

In this episode of the ifa Show, host Keith Ford is joined by the CEO of Verse Wealth, Corey Wastle, to discuss the important role that client experience plays in an advice business. Mr Wastle explains what exactly falls within the realm of the client experience and why it is so important, as well as how Verse frames everything around values, intentions, and financial wellbeing.

Listen as they discuss:

  • The best ways to approach the client experience and how digitising the process helps.
  • How Verse has implemented video SOAs and why it is better for clients.
  • The importance of culture within an advice firm.
  continue reading

264 episode

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