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内容由BMO, Ben D. Jones, and Emily Larsen with BMO Global Asset Management提供。所有播客内容(包括剧集、图形和播客描述)均由 BMO, Ben D. Jones, and Emily Larsen with BMO Global Asset Management 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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123 Building better client experiences

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Manage episode 295117868 series 1252126
内容由BMO, Ben D. Jones, and Emily Larsen with BMO Global Asset Management提供。所有播客内容(包括剧集、图形和播客描述)均由 BMO, Ben D. Jones, and Emily Larsen with BMO Global Asset Management 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

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.

  continue reading

136集单集

Artwork
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Manage episode 295117868 series 1252126
内容由BMO, Ben D. Jones, and Emily Larsen with BMO Global Asset Management提供。所有播客内容(包括剧集、图形和播客描述)均由 BMO, Ben D. Jones, and Emily Larsen with BMO Global Asset Management 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

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.

  continue reading

136集单集

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