As a financial advisor, where can you turn for practical advice and insights into how to grow your business? How about free, 24/7 access to two of Barron's top 100 advisors? On Advisor2Advisor, get timely marketing, technology, operations and practice management tips from two award winning pros who've built a nationally respected RIA. For Financial Professional Use Only
Episodes
Friday Dec 01, 2017
Friday Dec 01, 2017
On this edition of the Advisor2Advisor podcast, co-hosts Scott and Pat discuss the importance of customer service and how Hanson McClain Advisors’s handles client relations. They then welcome Hanson McClain’s Sr. Director of Operations, Robert Vaughn. The three discuss the staffing structure of the Hanson McClain’s client services team and the use of data and surveys to track customer satisfaction and streamline operations.