Ensombl Advice Australia Enhancing Your Technology, Business & Client Experience #2
Aug 20, 2024
Jackie Clark, a high-performance advice business strategist, joins Sue Viscovic, an operations culture expert, to share insights on elevating advisory firms. They discuss the pivotal role of technology in enhancing client value and operational efficiency. The importance of engaging employees in decision-making to boost morale and profitability is emphasized. Additionally, they highlight how measuring workplace culture can link directly to financial success, and they advocate for well-documented processes to mitigate risks and improve client satisfaction.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 3min
Key Insights from Advisory Firms Research
03:20 • 3min
Empowering Employees for Business Success
06:43 • 22min
Measuring Workplace Culture for Profitability
28:51 • 7min
The Power of Documented Processes
35:41 • 10min
Transforming Advisory Firms with Technology
45:42 • 6min
Maximizing Efficiency and Profitability in Advice Businesses
52:07 • 3min