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123 Building better client experiences
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Manage episode 295117868 series 1252126
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.
136 episodes
123 Building better client experiences
Better conversations. Better outcomes. | Presented by BMO Global Asset Management
Archived series ("Inactive feed" status)
When? This feed was archived on July 08, 2018 22:12 (). Last successful fetch was on February 26, 2024 16:54 ()
Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 295117868 series 1252126
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.
136 episodes
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