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UncommonCents
Dean Holmes & Craig Kouimanis
96 episodes
4 days ago
Craig Kouimanis - Head of Paragem Dean Holmes - TWN Partners The role of licensees, coaching, mentoring, and business advice is changing. Participate in a fortnightly discussion about the financial planning industry's challenges and opportunities. This is a great opportunity to hear from industry leaders who are providing services to Financial Planning firms.
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Craig Kouimanis - Head of Paragem Dean Holmes - TWN Partners The role of licensees, coaching, mentoring, and business advice is changing. Participate in a fortnightly discussion about the financial planning industry's challenges and opportunities. This is a great opportunity to hear from industry leaders who are providing services to Financial Planning firms.
Show more...
Entrepreneurship
Business
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UncommonCents Episode 79-The Evolution of Client Expectations in Financial Planning
UncommonCents
16 minutes 19 seconds
4 months ago
UncommonCents Episode 79-The Evolution of Client Expectations in Financial Planning

🎧 Just dropped some serious knowledge on Episode 79 of UncommonCents!


Dean Holmes breaks down how the financial planning game has completely changed - and it's not just about the numbers anymore πŸ“Š

πŸ”₯ Key drops in this episode:

  • Why your clients expect Netflix-level personalization
  • The mobile-first revolution (spoiler: it's already here)
  • How grocery apps are teaching us about client experience
  • The coaching evolution beyond traditional advice


πŸ’‘ Mind-blowing insight: We're losing clients during generational handovers because kids can't even book meetings online. "I can't book with your advisor, Mom" = game over.

πŸ€– The AI prediction: Imagine AI remembering that casual comment from 5 years ago about wanting to celebrate at that special restaurant when their kid graduates... That's the future of personalized service.


Ready to future-proof your practice? This episode is essential listening for every financial adviser who wants to stay relevant.


#UncommonCents #FinancialPlanning #ClientExperience #FinTech #DigitalTransformation #SpotifyPodcast #FinancialAdvisors #PersonalizedService #TechTrends #WealthManagement #Innovation #DeanHolmes #TheWealthNetwork

UncommonCents
Craig Kouimanis - Head of Paragem Dean Holmes - TWN Partners The role of licensees, coaching, mentoring, and business advice is changing. Participate in a fortnightly discussion about the financial planning industry's challenges and opportunities. This is a great opportunity to hear from industry leaders who are providing services to Financial Planning firms.