Carlie is a Financial Adviser at MBS Insurance. She and James discuss her experience in the insurance industry, her role at MBS Insurance, the company's processes for engaging with clients and managing renewals, as well as the challenges and strategies involved in providing insurance-only advice.
Carlie Thatcher LinkedIn: https://www.linkedin.com/in/carlie-thatcher-4b5515115/ MBS Insurance Website: https://mbsinsurance.com.au/
moneyGPS. Discover the digital advice platform that will future proof your business: https://ensombl.com/go/20240912
Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/
General Disclaimer – https://www.ensombl.com/disclaimer/