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AdviceTech Podcast #74 - Engagement Hub

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Kandungan disediakan oleh Ensombl. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Ensombl atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.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/

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861 episod

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iconKongsi
 
Manage episode 406413845 series 1398082
Kandungan disediakan oleh Ensombl. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Ensombl atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.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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