Xy Adviser Podcast - Driving The Positive Evolution Of Financial Advice
Enhancing Your Technology, Business & Client Experience #2
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:54:52
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Sinopsis
In this episode, Jackie Clark and Sue Viscovic discuss how to build a high-performance advice business. They explore the importance of valuing and measuring the operations function, automating and integrating processes, investing in people and culture, and streamlining business processes to increase profitability. Jackie Clark LinkedIn: https://www.linkedin.com/in/jackie-clark-7802345a/ Sue Viskovic LinkedIn: https://www.linkedin.com/in/sueviskovic/ Elixir Consulting Website: https://elixirconsulting.com.au/ Find out how CFS Edge can keep you at the frontier of advice here: https://ensombl.com/go/20240821 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/