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How to Have Better Client Meetings with Becca Timmins
In this episode, Dan chats with Becca Timmins from When We Think.
Here, they discuss The Thinking Environment, how to improve meetings with your team and with clients, and also ways for financial planning businesses to improve their culture.
Join our community: https://www.nextgenplanners.co.uk/join-our-community
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By NextGen Planners
3.5
44 ratings
In this episode, Dan chats with Becca Timmins from When We Think.
Here, they discuss The Thinking Environment, how to improve meetings with your team and with clients, and also ways for financial planning businesses to improve their culture.
Join our community: https://www.nextgenplanners.co.uk/join-our-community
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