The Advisor Lab by CION

Episode 146 Understanding Client Experience as a Growth Accelerator


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Masha Hodi, Partner and Client Experience Officer at Cerity Partners, has worn a lot of hats in her career, and she brings that knowledge to a conception of client experience that is built on and continually references growth. She breaks down how Cerity stays in front of an ever-changing industry, and the importance of creating and maintaining a strong culture.

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The Advisor Lab by CIONBy CION Investments

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