How to Have Better Client Meetings with Becca Timmins

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Manage episode 341361389 series 2950105
By NextGen Planners. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

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

150 episodes