Recently I had the chance to join a very good friend, mentor and colleague of mine, Duncan MacPherson of Pareto Systems, on his podcast “Always On”.
I joined Duncan to discuss the state of our industry as it continues to change and evolve with increasingly new technology and virtual based offerings. While technology in our business is an amazing thing, it can underscore opportunity gaps when it comes to perfecting and elevating the client experience while ultimately increasing the enterprise value of a firm… These things are the very foundations of the work we do with our advisors at USA Financial.
Key topics discussed:
If you find the information interesting and want to discuss further, contact me here.
Steve Phillips is the Chief Practice Management and Development Officer, joining USA Financial in 2019. He leads the coaching and...
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Turn market turbulence into opportunities to strengthen client trust and expand your reach. Discover how to proactively engage with your best clients, offering reassurance and highlighting your value-added services. Learn best practices for unified messaging across your team and how to leverage these moments to deepen client relationships and drive advocacy through services like the "sounding board" introduction.
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