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AdviceTech Podcast #74 - Engagement Hub

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Indhold leveret af Ensombl. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Ensombl eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

In this episode, Patrick talks with Martin Morris, Founder and CEO of Engagement Hub. They discuss how Engagement Hub aims to revolutionise the way financial advisors operate, through fostering transparent communication, simplifying workflows, and improving the client experience by placing the client at the centre.

Martin Morris LinkedIn: https://www.linkedin.com/in/martin-morris-182a902/ Engagement Hub Website: https://engagementhub.net/

Between Meetings with Matt Heine - Discover a podcast for wealth professionals: https://ensombl.com/go/20240315

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/

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861 episoder

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iconDel
 
Manage episode 406413845 series 1398082
Indhold leveret af Ensombl. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Ensombl eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

In this episode, Patrick talks with Martin Morris, Founder and CEO of Engagement Hub. They discuss how Engagement Hub aims to revolutionise the way financial advisors operate, through fostering transparent communication, simplifying workflows, and improving the client experience by placing the client at the centre.

Martin Morris LinkedIn: https://www.linkedin.com/in/martin-morris-182a902/ Engagement Hub Website: https://engagementhub.net/

Between Meetings with Matt Heine - Discover a podcast for wealth professionals: https://ensombl.com/go/20240315

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/

  continue reading

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