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9: Customer Experience with Chris Taylor
Host of the BGL Podcast Jorge Tsipos has a chat with Chris Taylor from TAG Advisory in Melbourne to have a chat about SMSF, achieving the financial goals of the client and striving for excellence.
- Automating via software rather than offshoring.
- Having the ability to grow your firm by freeing up workable hours with automation.
- How to make the case for cloud and data feeds to your clients.
- The three pillars to retirement - what is the objective of super?
- Value added services and how to assist your clients best with strategy.
Follow us on Twitter @BGLdot | Facebook @BGLCorp
Disclaimer: The views, information and opinions expressed during "BGL Podcasts" are solely those of the individuals involved and do not necessarily reflect the official policy or position of BGL Corporate Solutions Pty Ltd and its employees.
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By BGLHost of the BGL Podcast Jorge Tsipos has a chat with Chris Taylor from TAG Advisory in Melbourne to have a chat about SMSF, achieving the financial goals of the client and striving for excellence.
- Automating via software rather than offshoring.
- Having the ability to grow your firm by freeing up workable hours with automation.
- How to make the case for cloud and data feeds to your clients.
- The three pillars to retirement - what is the objective of super?
- Value added services and how to assist your clients best with strategy.
Follow us on Twitter @BGLdot | Facebook @BGLCorp
Disclaimer: The views, information and opinions expressed during "BGL Podcasts" are solely those of the individuals involved and do not necessarily reflect the official policy or position of BGL Corporate Solutions Pty Ltd and its employees.