🚀 BUILDING BETTER CLIENT EXPERIENCE | Dan Graham | That NextGen Planners Podcast

Описание к видео 🚀 BUILDING BETTER CLIENT EXPERIENCE | Dan Graham | That NextGen Planners Podcast

In this episode of That NextGen Planners Podcast, we chat with Chief Designer at docVinci and Head of Marketing at NextGen Planners, Dan Graham.

We chat about lots of topics including building a world class client experience, the importance of brand and standing out, marketing, personal brand, AI and much, much more! 🙌

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Every 2 weeks, we chat to a superstar entrepreneur in the world of financial planning, to hear their stories and gain insights on how to launch a successful financial planning business.

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