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内容由Jeffrey Bellomo提供。所有播客内容(包括剧集、图形和播客描述)均由 Jeffrey Bellomo 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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Building Bonds Beyond Business with Client Relationship Manager Amber Rivera

28:00
 
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Manage episode 425828276 series 3558640
内容由Jeffrey Bellomo提供。所有播客内容(包括剧集、图形和播客描述)均由 Jeffrey Bellomo 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

Jeff Bellomo has a knack for finding talent outside normal avenues. And so it was when Amber Rivera waited on Jeff’s table during lunch over ten years ago. Since then, Amber has been a key player at Bellomo & Associates. As client relationship manager, she exemplifies the very best of customer service ideals. She guides her clients and supports her teammates with competence, empathy, and professionalism. As a result, her relationships reflect her compassionate nature and the strong bonds she forms with others.

What You Need to Know

(00:00) Podcast introduction.

(06:17) Amber believes that providing great customer service is imperative—and it has become a defining quality of the culture at Bellomo & Associates. As a result, many clients become like family, especially members of the Red Wagon Club.

(11:28) Pro tip: Science confirms that when you smile, you sound happier.

(11:56) After 17 years together, Amber and her man are now husband and wife. Jeff was honored to be asked to walk Amber down the aisle.

(16:10) It's important to Jeff that people feel he is approachable on any issue. This type of supportive, service-oriented leadership inspires Amber and others to go the extra mile.

(22:13) If you’re in the area and looking for an elder care and estate planning law firm, Amber encourages you to check out Bellomo & Associates. Clients benefit from and appreciate the creative ideas, customer care, and work ethic exhibited by the team.

(24:01) Amber has started assisting with the firm’s life care planning function. She enjoys helping Bellomo’s client care advocate, Meg Motter, coordinate services and assistance. Most of all, Amber is dedicated to helping family caregivers who often struggle with overwhelming demands.

About Bellomo & Associates

Jeffrey R. Bellomo, the founder of Bellomo & Associates, is a licensed and certified elder law attorney with a master’s degree in taxation and a certificate in estate planning. He explains complex legal and financial topics in easy-to-understand language.

Bellomo & Associates is committed to providing education so that what happened to the Bellomo family doesn’t happen to your family. We conduct free workshops on estate planning, crisis planning, Medicaid planning, special needs planning, probate administration, and trust administration. Visit our website (https://bellomoassociates.com/) to learn more.

LINKS AND RESOURCES MENTIONED

Bellomo & Associates workshops:https://bellomoassociates.com/workshops/

  • Life Care Planning
  • The Three Secrets of Estate Planning
  • Nuts & Bolts of Medicaid

For more information, call us at (717) 845-5390.

Connect with Bellomo & Associates on Social Media

Tune in Saturdays at 7:30 a.m. Eastern to WSBA radio: https://www.newstalkwsba.com/

X (formerlyTwitter):https://twitter.com/bellomoassoc

YouTube: https://www.youtube.com/user/BellomoAssociates

Facebook:https://www.facebook.com/bellomoassociates

Instagram:https://www.instagram.com/bellomoassociates/

LinkedIn:https://www.linkedin.com/in/bellomoandassociates

WAYS TO WORK WITH JEFFREY BELLOMO

Contact Us:https://bellomoassociates.com/contact/

Practice areas:https://bellomoassociates.com/practice-areas/

  continue reading

96集单集

Artwork
icon分享
 
Manage episode 425828276 series 3558640
内容由Jeffrey Bellomo提供。所有播客内容(包括剧集、图形和播客描述)均由 Jeffrey Bellomo 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

Jeff Bellomo has a knack for finding talent outside normal avenues. And so it was when Amber Rivera waited on Jeff’s table during lunch over ten years ago. Since then, Amber has been a key player at Bellomo & Associates. As client relationship manager, she exemplifies the very best of customer service ideals. She guides her clients and supports her teammates with competence, empathy, and professionalism. As a result, her relationships reflect her compassionate nature and the strong bonds she forms with others.

What You Need to Know

(00:00) Podcast introduction.

(06:17) Amber believes that providing great customer service is imperative—and it has become a defining quality of the culture at Bellomo & Associates. As a result, many clients become like family, especially members of the Red Wagon Club.

(11:28) Pro tip: Science confirms that when you smile, you sound happier.

(11:56) After 17 years together, Amber and her man are now husband and wife. Jeff was honored to be asked to walk Amber down the aisle.

(16:10) It's important to Jeff that people feel he is approachable on any issue. This type of supportive, service-oriented leadership inspires Amber and others to go the extra mile.

(22:13) If you’re in the area and looking for an elder care and estate planning law firm, Amber encourages you to check out Bellomo & Associates. Clients benefit from and appreciate the creative ideas, customer care, and work ethic exhibited by the team.

(24:01) Amber has started assisting with the firm’s life care planning function. She enjoys helping Bellomo’s client care advocate, Meg Motter, coordinate services and assistance. Most of all, Amber is dedicated to helping family caregivers who often struggle with overwhelming demands.

About Bellomo & Associates

Jeffrey R. Bellomo, the founder of Bellomo & Associates, is a licensed and certified elder law attorney with a master’s degree in taxation and a certificate in estate planning. He explains complex legal and financial topics in easy-to-understand language.

Bellomo & Associates is committed to providing education so that what happened to the Bellomo family doesn’t happen to your family. We conduct free workshops on estate planning, crisis planning, Medicaid planning, special needs planning, probate administration, and trust administration. Visit our website (https://bellomoassociates.com/) to learn more.

LINKS AND RESOURCES MENTIONED

Bellomo & Associates workshops:https://bellomoassociates.com/workshops/

  • Life Care Planning
  • The Three Secrets of Estate Planning
  • Nuts & Bolts of Medicaid

For more information, call us at (717) 845-5390.

Connect with Bellomo & Associates on Social Media

Tune in Saturdays at 7:30 a.m. Eastern to WSBA radio: https://www.newstalkwsba.com/

X (formerlyTwitter):https://twitter.com/bellomoassoc

YouTube: https://www.youtube.com/user/BellomoAssociates

Facebook:https://www.facebook.com/bellomoassociates

Instagram:https://www.instagram.com/bellomoassociates/

LinkedIn:https://www.linkedin.com/in/bellomoandassociates

WAYS TO WORK WITH JEFFREY BELLOMO

Contact Us:https://bellomoassociates.com/contact/

Practice areas:https://bellomoassociates.com/practice-areas/

  continue reading

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