Enhancing the Client Experience #3 – Michael Back
Enhancing the Client Experience 2 November 2022
Michael is a Business Coach and the Founder of Human to Human. Michael is a self-confessed client experience enthusiast, and in this installment he and Fraser chat about how technology plays a vital part in the human client experience.
Michael Back XY
Human to Human Website
Find out how HUB24 is empowering advisers to deliver better financial futures.
Join the XY platform:
App Store
Google Play
Desktop
You can get a transcript of this podcast here
-
Enhancing the Client Experience #1 – Stewart Bell
Stewart is the Founder and Business Coach at Audere Coaching and Consulting. In this first episode, Stewart and …
-
Enhancing the Client Experience #2 – Kim Payne
Kim is a Keynote Speaker, Trainer and Coach at 9rok Consulting. She joins Fraser to share her insights …
-
Enhancing the Client Experience #3 – Michael Back
Michael is a Business Coach and the Founder of Human to Human. Michael is a self-confessed client experience …
-
Enhancing the Client Experience #4 – Suz Chadwick
Suz is a Business and Mindset Coach, and in this episode she talks about how your brand aligns …
-
Enhancing the Client Experience #5 – Greg Hansen
Greg is the Senior Business Strategy Manager at HUB24 Limited. He and Fraser deep dive into the technology …
-
AdviceTech Podcast #110 – Driving Tech Change: CRMs, Automation & AI
In this episode, Pat talks with Aaron Breed, Head of Advice at Infinity Financial Consultants. He discusses how …
-
#471 Matt Coman
Matt is a Principal and Director at Twomeys. They discuss his entry into the financial planning industry, including …
-
Engine Room Podcast #56 – John Cachia
John is the Founder, Financial Adviser, and Visionary at Thriving Wealth. He and Rocksy discuss his journey from …
-
AdviceTech Podcast #109 – Cyber Security Special
This week, Pat talks with Rob Dawson, Business Development Manager at Myrtec. They discuss the importance of the …
-
#470 Paul Nevin
Paul is the Director and Financial Planner at The UK Pension Experts, and is best known as “The …
-
Engine Room Podcast #55 – Charlie Viola
Charlie is the Executive Chair, Adviser, and Founding Partner at Viola Private Wealth. He and Rocksy discuss how …
-
AdviceTech Podcast #108 – Qwilr
In this episode, Pat is joined by Jess Tassell, CMO at Qwilr. They take a look at Qwilr, …
-
#469 Adam Crabbe
Adam is a Risk Strategy Specialist at Zurich. He and James discuss the development and key features of …
-
Engine Room Podcast #54 – Angus Stevenson
Angus is the Director at Terrabella Wealth. He and Andrew discuss his background in agriculture, his transition into …
-
Investment Podcast #19 – Market Outlook
Host James Whelan welcomes two experts from Blackrock – Head of Investment Strategy for APAC, Thomas Taw, and …