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内容由Digital Marketing 4 Financial Planners and Digital Marketing 4FP提供。所有播客内容(包括剧集、图形和播客描述)均由 Digital Marketing 4 Financial Planners and Digital Marketing 4FP 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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E05 | Cultivating the client experience with technology

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Manage episode 156517450 series 1192009
内容由Digital Marketing 4 Financial Planners and Digital Marketing 4FP提供。所有播客内容(包括剧集、图形和播客描述)均由 Digital Marketing 4 Financial Planners and Digital Marketing 4FP 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
John shares how he has uses technology as a way to use technology to create client insight and pre-qualify a prospect. He uses his Wealth Health Index to cultivate the client experience and create accountability through technology.
  continue reading

36集单集

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Manage episode 156517450 series 1192009
内容由Digital Marketing 4 Financial Planners and Digital Marketing 4FP提供。所有播客内容(包括剧集、图形和播客描述)均由 Digital Marketing 4 Financial Planners and Digital Marketing 4FP 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
John shares how he has uses technology as a way to use technology to create client insight and pre-qualify a prospect. He uses his Wealth Health Index to cultivate the client experience and create accountability through technology.
  continue reading

36集单集

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