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Changing your client experience with a team based approach to advice - Calypso Waddell, Team Leader - Australian Private Capital
Manage episode 349044419 series 3333605
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This week's guest is Calypso Waddell, Team Leader at Australian Private Capital (APC). With her years of experience managing process and operations at APC, Calypso joins us to discuss how they went about changing their tech stack and client experience, in particular with their team based approach to advice.
Calypso discusses:
- How APC manage their team based approach to advice rotating advisors and making support staff client facing
- The foundations they need to have in place to execute team based advice experiences
- How they assessed their tech stack & experience when they were considering a change
- How they considered rolling out the change with their client base
- What their decision making process was for changing their business templates, tasks and deliverables.
To learn more about how Lumiant can help you engage clients with values based advice visit www.lumiant.io
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