Portfolio Talks

Ep 7 Portfolio Talks - The Client Experience


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In this episode of Portfolio Talks, hosts Tyson, Vishal and Mike discuss the importance of quality customer service and its significant impact on client experiences. They share personal stories highlighting the failures of major corporations in providing effective customer service and suggest how businesses can improve. The conversation also touches on financial topics such as investment strategies, portfolio equality, and recent changes in mortgage policies.


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Portfolio TalksBy Vishal Gill, Michael Lloyd and Tyson Nagasaka