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S5E3 Ongoing Advice Efficiency with Selin Ertac
Manage episode 484269949 series 3591847
In this episode of Challenge the Standard in Financial Advice, the boys welcome Celine Ertak from Tangelo Advice Consulting.
They discuss the evolution of Tangelo, the importance of compliance as an outcome of good business practices, and the challenges faced by financial advice firms in establishing clear strategies.
The conversation delves into the significance of ongoing advice, client engagement, and innovative community-building events. They also explore the cadence of client interactions, and the need for streamlined processes to enhance efficiency while balancing personalization.
Lastly they explore how to empower staff to innovate, the significance of tracking time and efficiency, and the need for standardized processes. The discussion also highlights the emotional toll on staff and the necessity of focusing on ongoing service processes while leveraging technology for better client engagement.
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The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.
Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.
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