This is a podcast ready made for financial experts, advisers, acccountants, mortgage brokers and anyone who helps people by putting to work what’s in their heads to help other people improve their financial situation.
I’ll share the best Masterclass interviews, practical tips and other stuff from my experiences coaching and from within my The Leveraged Advice Firm program to help you improve all aspects of your business.
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This is a podcast ready made for financial experts, advisers, acccountants, mortgage brokers and anyone who helps people by putting to work what’s in their heads to help other people improve their financial situation.
I’ll share the best Masterclass interviews, practical tips and other stuff from my experiences coaching and from within my The Leveraged Advice Firm program to help you improve all aspects of your business.
First Class Client Experience with Kelly McLean (Wealthmed)
THE FINNOVATOR
50 minutes 37 seconds
4 months ago
First Class Client Experience with Kelly McLean (Wealthmed)
Learn from a First-Class Cabin Crew Trainer
Join Kelly McLean of WealthMed, who has over 20 years of experience in training first-class cabin crew, as she shares her insights on implementing a five-star, $25,000-a-ticket experience within the WealthMed framework.
In this session, we will unpack:
What is taught to deliver a five-star experience
How Kelly has implemented these principles at WealthMed, leading to a seven-figure business
Don't miss this opportunity to learn from Kelly's expertise and gain a competitive edge in client experience, especially during challenging market conditions.
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THE FINNOVATOR
This is a podcast ready made for financial experts, advisers, acccountants, mortgage brokers and anyone who helps people by putting to work what’s in their heads to help other people improve their financial situation.
I’ll share the best Masterclass interviews, practical tips and other stuff from my experiences coaching and from within my The Leveraged Advice Firm program to help you improve all aspects of your business.
