June 16, 2021
Deeper Client Relationships at Scale #1 – Conrad Francis
SERIES :
Deeper Client Relationships at Scale
Conrad is the Director and an Authorised Representative at Inspired Money. As a basketball coach, Conrad sees a lot of similarities between coaching a sports team and being a money coach. He explains that accountability plus empowerment equals high performance, an attitude that he applies to both his basketball team and his financial clients.
Conrad Francis LinkedIn: https://www.linkedin.com/in/conradfrancis/?originalSubdomain=au Inspired Money Website: https://inspiredmoney.com.au/
Join the #1 client portal for advisers. Find out more at https://www.myprosperity.com.au/
Join the XY platform: App Store: https://co.xyadviser.com/xyistore Google Play: https://co.xyadviser.com/xygplay Desktop: https://staging.xyadviser.com/
You can get a transcript of this podcast
General disclaimer for this podcast and all XY Education podcasts
https://staging.xyadviser.com/disclaimer/
THE XY PLATFORM
SUBSCRIBE TO THE PODCAST
AUSTRALIA
POPULAR SERIES
DISCLAIMER: The XY Adviser website and all content contained on the website is limited to general information. It does not constitute legal, financial or other professional advice. XY Adviser does not hold an AFS licence and does not provide any financial services. Nothing on this website should be interpreted as financial advice. Before making any investment decision, XY Adviser recommends obtaining financial advice from a qualified financial adviser.