How to nail your role in client services

My Risk Adviser
01/06/2022 37 min Temporada 2 Episodio 23
How to nail your role in client services

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Episode Synopsis

Marie Bailey is the head of Client Services at Skye Wealth and has worked in numerous financial services support roles over the years. Phil and Marie chat about the value of support staff within advice practices, and how advisers and CSOs can get the most out of each other to better serve their clients.Join the My Risk Adviser Facebook community for Australian advisers.My Risk Adviser is produced by SYMO interactive. Hosted on Acast. See acast.com/privacy for more information.

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