Part 2 - The impact a great client experience has on business valuations - Matt Brinker, Merchant
Update: 2022-10-31
Description
We continue our conversation with Matt Brinker, Managing Partner of Merchant and Lumiant Board Member.
In part 2 of this conversation we discuss:
- What a focus on net new assets says about your business
- What having a consistent and repeatable client experience indicates about key staff metrics like retention and development.
- The challenge of key person dependancy within a business' client experience
- The impact of marketing & branding to bridge that gap after your sphere of influence is exhausted
To learn more about how Lumiant can help you engage clients with values based advice visit www.lumiant.io
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