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.
UncommonCents Episode 81: Creating Memorable Client Experience in Financial Planning Business
UncommonCents
19 minutes 38 seconds
3 months ago
UncommonCents Episode 81: Creating Memorable Client Experience in Financial Planning Business
Discover how small, thoughtful touches, from office ambience to virtual meeting etiquette can elevate the client experience by creating comfort and reducing friction.
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.
