Episode 105 – Delivering High Level Services to Clients – With Carla Barry
August 11, 202210m 9s
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Show Notes
Carla Barry is head of Operations at Axos Clearing, a full-service clearing firm focused on the success of introducing broker-dealer and registered investment advisor correspondents.
Doug and Carla talked about her coming from outside the financial services industry and what she believes goes into creating a great service model.
They also discussed:
- What gets her excited to come to work every day
- How she keeps her staff motivated at a high level
- Her rating of the service her team currently provides to broker dealers
- Using the strategy of teaching combined with problem solving
- The way the feedback she is getting from clients has changed over the year she has worked there
- What she would tell a prospect who is considering the service and support of Axos
- Why Axos makes sense for her and what gets her excited about the future
Resources: Axos Clearing