• Ep 89: Sharpening advice firms for a competitive edge - Dean Lombardo

  • 2024/06/10
  • 再生時間： 38 分
  • ポッドキャスト

Ep 89: Sharpening advice firms for a competitive edge - Dean Lombardo

無料で聴く

ポッドキャストの詳細を見る

  • サマリー

  • Listen to Dean Lombardo, Founder & Principal of Effortless Engagement, as he shares his history in advice to becoming a consultant and an author.

    Dean talks through how he developed a unique method of evaluating client progression and confidence using short-term milestones and adult learning theory. He discusses the benefits of goals-based planning and explains how re-engineering adviser processes could lead to increased productivity, referrals, and better client outcomes.

    Dean suggests that advisers could address the advice supply gap and service more clients with less effort by using technology. He warns of the risk of not investing in intergenerational planning and multidisciplinary services and finally concludes that the best businesses are already using AI and other tools to enhance their client engagement and value proposition.

    Effortless Engagement: www.effortlessengagement.com.au
    続きを読む 一部表示

あらすじ・解説

Listen to Dean Lombardo, Founder & Principal of Effortless Engagement, as he shares his history in advice to becoming a consultant and an author.

Dean talks through how he developed a unique method of evaluating client progression and confidence using short-term milestones and adult learning theory. He discusses the benefits of goals-based planning and explains how re-engineering adviser processes could lead to increased productivity, referrals, and better client outcomes.

Dean suggests that advisers could address the advice supply gap and service more clients with less effort by using technology. He warns of the risk of not investing in intergenerational planning and multidisciplinary services and finally concludes that the best businesses are already using AI and other tools to enhance their client engagement and value proposition.

Effortless Engagement: www.effortlessengagement.com.au
続きを読む 一部表示

Ep 89: Sharpening advice firms for a competitive edge - Dean Lombardoに寄せられたリスナーの声

カスタマーレビュー：以下のタブを選択することで、他のサイトのレビューをご覧になれます。

Audible.co.jp

Amazon.co.jp
レビューはまだありません。