
Sign up to save your podcasts
Or
Now more than ever, advice practices need to have a clear understanding of the ideal client experience they want to create across every aspect of their business. In this episode of the ifa show, Iress manager – practice solutions and IFA specialist Kelli Wilmer shares the top tips she and her team employ when it comes to helping IFAs define ideal clients and generate new business leads as well as create a differentiated and seamless onboarding and ongoing service experience
Now more than ever, advice practices need to have a clear understanding of the ideal client experience they want to create across every aspect of their business. In this episode of the ifa show, Iress manager – practice solutions and IFA specialist Kelli Wilmer shares the top tips she and her team employ when it comes to helping IFAs define ideal clients and generate new business leads as well as create a differentiated and seamless onboarding and ongoing service experience
10 Listeners
89 Listeners
46 Listeners
2 Listeners
64 Listeners
6 Listeners
19 Listeners
11 Listeners
28 Listeners
158 Listeners
35 Listeners
22 Listeners
17 Listeners
8 Listeners
13 Listeners