• 123 Building better client experiences

  • Jun 16 2021
  • Length: 35 mins
  • Podcast

123 Building better client experiences

  • Summary

  • Clients looking for a new advisor or firm are faced with an overwhelming set of options. One way to set your practice apart is by giving a lot of thought to developing an intentional client experience.

    Our guest today is Angie Herbers, Managing Partner of Herbers and Company. Angie handles strategy management and innovation for independent advisory firms who desire to grow. 

    For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.

    Show more Show less
activate_Holiday_promo_in_buybox_DT_T2

What listeners say about 123 Building better client experiences

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.