During the first ten years of SHP Financial–2003 thru 2012–we had a team that deeply understood how to build great financial plans and do right by our clients. However, we had work to do on the business side of our operations.

When we realized we needed to hire a COO, we interviewed Michelle Short–and quickly realized how much talent she brought to the table. She's helped us scale our business, delivers incredible experiences for our clients, and created new career paths for our team.

In this episode, we go behind the scenes to talk about how we transformed our company culture to create better client experiences, as well as share some of the lessons Michelle has learned–and taught us–over the years.

In this podcast interview, you'll learn:

• What makes the client experience at SHP so unique.
• How Michelle delivers a great client experience, helps us to stay organized, and improve our processes.
• The goals that we're aiming to achieve at SHP over the next 10 years.

Want the Full Show Notes?

To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast

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