UncommonCents Episode 84: Creating Lifetime Customers in Financial Planning Business

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UncommonCents

Dean Holmes & Craig Kouimanis

96 episodes

3 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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UncommonCents Episode 84: Creating Lifetime Customers in Financial Planning Business

UncommonCents

22 minutes 9 seconds

3 months ago

UncommonCents Episode 84: Creating Lifetime Customers in Financial Planning Business

The $2,000 Rule: Ritz-Carlton’s Loyalty Power Move 💼✨

Craig & Dean dive into how giving staff $2,000 freedom creates unforgettable moments—like flying cross-country for a guest’s laptop—and builds customers for life.

One rule. Endless impact.