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Enhancing the Client Experience
In this new series, we speak with industry experts who are helping advice firms deliver an exceptional client experience – from mindset through to practical tips and tech tools you can start adopting today.
Host: Fraser Jack
Featuring: Stewart Bell, Kim Payne, Michael Back, Suz Chadwick and Greg Hansen.
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 …
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#471 Matt Coman
Matt is a Principal and Director at Twomeys. They discuss his entry into the financial planning industry, including …
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Engine Room Podcast #56 – John Cachia
John is the Founder, Financial Adviser, and Visionary at Thriving Wealth. He and Rocksy discuss his journey from …
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AdviceTech Podcast #109 – Cyber Security Special
This week, Pat talks with Rob Dawson, Business Development Manager at Myrtec. They discuss the importance of the …
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#470 Paul Nevin
Paul is the Director and Financial Planner at The UK Pension Experts, and is best known as “The …
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Engine Room Podcast #55 – Charlie Viola
Charlie is the Executive Chair, Adviser, and Founding Partner at Viola Private Wealth. He and Rocksy discuss how …
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AdviceTech Podcast #108 – Qwilr
In this episode, Pat is joined by Jess Tassell, CMO at Qwilr. They take a look at Qwilr, …
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#469 Adam Crabbe
Adam is a Risk Strategy Specialist at Zurich. He and James discuss the development and key features of …
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Engine Room Podcast #54 – Angus Stevenson
Angus is the Director at Terrabella Wealth. He and Andrew discuss his background in agriculture, his transition into …
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Investment Podcast #19 – Market Outlook
Host James Whelan welcomes two experts from Blackrock – Head of Investment Strategy for APAC, Thomas Taw, and …
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AdviceTech Podcast #107 – Otto Finance
This week, Pat speaks with Madeleine Debney, Co-Founder & CPO at Otto. They discuss the problems Otto aims …