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
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How to Have Better Client Meetings with Becca Timmins
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