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Part 1 - The impact a great client experience has on business valuations - Matt Brinker, Merchant

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Manage episode 345240975 series 3333605
内容由Mark Akeroyd提供。所有播客内容(包括剧集、图形和播客描述)均由 Mark Akeroyd 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

In this 2 part series we're joined by Matt Brinker, Managing Partner of Merchant and Lumiant Board Member.
We often speak about the impact a consistently great client experience would have on a business valuation but we decided to go straight to someone who does this for a living! Matt and Merchant are focused on evaluating new investment opportunities and helping partner firms work through strategic and operational initiatives for growth and scale.
In this episode we discuss:

  • What it is that Merchant look for in a successful business
  • How to measure for culture
  • The microcosms of culture that indicate business health
  • How to measure and identify the impact of a great client experience
  • The value of organic growth vs inorganic growth

To learn more about how Lumiant can help you engage clients with values based advice visit www.lumiant.io

  continue reading

42集单集

Artwork
icon分享
 
Manage episode 345240975 series 3333605
内容由Mark Akeroyd提供。所有播客内容(包括剧集、图形和播客描述)均由 Mark Akeroyd 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

In this 2 part series we're joined by Matt Brinker, Managing Partner of Merchant and Lumiant Board Member.
We often speak about the impact a consistently great client experience would have on a business valuation but we decided to go straight to someone who does this for a living! Matt and Merchant are focused on evaluating new investment opportunities and helping partner firms work through strategic and operational initiatives for growth and scale.
In this episode we discuss:

  • What it is that Merchant look for in a successful business
  • How to measure for culture
  • The microcosms of culture that indicate business health
  • How to measure and identify the impact of a great client experience
  • The value of organic growth vs inorganic growth

To learn more about how Lumiant can help you engage clients with values based advice visit www.lumiant.io

  continue reading

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