How to Have Better Client Meetings with Becca Timmins episode artwork

EPISODE · Sep 16, 2022 · 53 MIN

How to Have Better Client Meetings with Becca Timmins

from The Plannex Podcast · host Plannex

In this episode, Dan chats with Becca Timmins from When We Think. Here, they discuss The Thinking Environment, how to improve meetings with your team and with clients, and also ways for financial planning businesses to improve their culture. Join our community: https://www.nextgenplanners.co.uk/join-our-community

In this episode, Dan chats with Becca Timmins from When We Think. Here, they discuss The Thinking Environment, how to improve meetings with your team and with clients, and also ways for financial planning businesses to improve their culture. Join our community: https://www.nextgenplanners.co.uk/join-our-community

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How to Have Better Client Meetings with Becca Timmins

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This episode was published on September 16, 2022.

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In this episode, Dan chats with Becca Timmins from When We Think. Here, they discuss The Thinking Environment, how to improve meetings with your team and with clients, and also ways for financial planning businesses to improve their culture. Join...

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