Questo podcast unisce pianificatori finanziari a esperti, con discussioni su tecnologia, prezzi e relazioni con i clienti per promuovere crescita e successo.
Inside the HPH Client Experience: A Conversation with Zac Leeson
S1 E29 • 39 mins • Oct 23, 2025
Charts
- 148NEW
- 189NEW
Episodi recenti

Oct 23, 2025
Inside the HPH Client Experience: A Conversation with Zac Leeson
S1 E29 • 39 mins

Oct 9, 2025
The Technologists: Practical AI, Platforms & Productivity for Advice Firms
S1 E28 • 60 mins

Sep 25, 2025
Profitability, Pricing & Capacity: Data-Driven Insights with Rob Jones of Peloton Partners
S1 E27 • 64 mins

Sep 11, 2025
Strategic Scaling Up: How Calder Wealth Joined Forces with Coastal Advice
S1 E26 • 37 mins

Aug 28, 2025
What If Your CRM Could Think? Glenn Elliott on AI in Financial Advice
S1 E25 • 44 mins

Lingua
Inglese
Paese
Australia
Feed Host
Sito web
Feed
Richiedi un aggiornamento
Gli aggiornamenti potrebbero richiedere alcuni minuti.