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Subconscious client behaviours and how to create a great digital employee experience - Sarah Matthews, Head of Advice Delivery at Virtual Business Partners
This week's guest is Sarah Matthews, Head of Advice Delivery at Virtual Business Partners. Sarah jumps on the podcast to discuss her insights across her rich expertise in particular in her previous role as a money coach and now her role at Virtual Business Partners.
In this episode Sarah discusses:
- How clients can fall in to the trap of doing what society expects not what they truly want
- How to unpack your clients money story and any limiting beliefs
- The presence of subconscious behaviours and their potential self sabotaging money effects
- The trends she sees in the over 200 advice business she works with
- How to move from not just a great digital client experience but a digital employee experience to leverage global talent
To learn more about how Lumiant can help you engage clients with values based advice visit www.lumiant.io
View all episodes
By Mark AkeroydThis week's guest is Sarah Matthews, Head of Advice Delivery at Virtual Business Partners. Sarah jumps on the podcast to discuss her insights across her rich expertise in particular in her previous role as a money coach and now her role at Virtual Business Partners.
In this episode Sarah discusses:
- How clients can fall in to the trap of doing what society expects not what they truly want
- How to unpack your clients money story and any limiting beliefs
- The presence of subconscious behaviours and their potential self sabotaging money effects
- The trends she sees in the over 200 advice business she works with
- How to move from not just a great digital client experience but a digital employee experience to leverage global talent
To learn more about how Lumiant can help you engage clients with values based advice visit www.lumiant.io