))
Ingredients of Engagement: How Trust, Presence, and Values Make for a Winning Combination
Manage episode 437941238 series 3324283
Innehåll tillhandahållet av Dimensional Fund Advisors. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Dimensional Fund Advisors eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
Helen Learmonth, director and financial planner at WealthFlow, and Matt Hall, cofounder and CEO of Hill Investment Group, put the client experience at the forefront of their business operations to increase retention and drive referrals. They have each incorporated their firms’ mission and values, as well as a higher level of service and presence, to encourage client engagement and satisfaction within their teams. Hear how they do it, why trust is at the core, and what it can mean for the bottom line.
45 episoder
Dela
