Sign up to save your podcasts
Or
Share Ep. 159: How to Measure Client Meeting Quality with Jim Callan, Econiq
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Ep. 159: How to Measure Client Meeting Quality with Jim Callan, Econiq
The post Ep. 159: How to Measure Client Meeting Quality with Jim Callan, Econiq appeared first on and was written by Elana Iskowitz.
Come on in and sit back relax, you’re listening to Episode 159 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast features interviews, news and analysis on the trends and best practices all around Wealth Management Technology. Our topic this month is Advisor Experience. We’re talking […]
The post Ep. 159: How to Measure Client Meeting Quality with Jim Callan, Econiq appeared first on and was written by Elana Iskowitz.
View all episodes
By Craig Iskowitz
4
1313 ratings
The post Ep. 159: How to Measure Client Meeting Quality with Jim Callan, Econiq appeared first on and was written by Elana Iskowitz.
Come on in and sit back relax, you’re listening to Episode 159 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast features interviews, news and analysis on the trends and best practices all around Wealth Management Technology. Our topic this month is Advisor Experience. We’re talking […]
The post Ep. 159: How to Measure Client Meeting Quality with Jim Callan, Econiq appeared first on and was written by Elana Iskowitz.
More shows like WealthTech Today
View all
Masters in Business
2,162 Listeners
The Meb Faber Show - Better Investing
926 Listeners
Capital Allocators – Inside the Institutional Investment Industry
798 Listeners
Animal Spirits Podcast
2,006 Listeners
The Perfect RIA
454 Listeners
The Compound and Friends
2,069 Listeners
The Long View
877 Listeners
Kitces and Carl - Real Talk for Real Financial Advisors
239 Listeners
Barron's Streetwise
1,543 Listeners
Barron's Advisor
108 Listeners
Barron's Live
198 Listeners
Ask The Compound
306 Listeners
WealthTech on Deck
18 Listeners
The WealthStack Podcast
3 Listeners
The Efficient Advisor: Tactical Business Advice for Financial Planners
125 Listeners