'The most important thing we do': Embracing the client experience
The ifa Show · Momentum Media
January 17, 202435m 47s
Audio is streamed directly from the publisher (traffic.libsyn.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
In this episode of the ifa Show, host Keith Ford is joined by the CEO of Verse Wealth, Corey Wastle, to discuss the important role that client experience plays in an advice business. Mr Wastle explains what exactly falls within the realm of the client experience and why it is so important, as well as how Verse frames everything around values, intentions, and financial wellbeing.
Listen as they discuss:
- The best ways to approach the client experience and how digitising the process helps.
- How Verse has implemented video SOAs and why it is better for clients.
- The importance of culture within an advice firm.