04 Foundations of Service #3 – Now What? How Do I Execute?
After you’ve segmented your clients and built a service matrix, how do you take action? Steve and Kurt map out the processes needed to execute on your plan, and discuss client contact ideas for real-w...
9 Juni 202035min
03 Foundations of Service #2 - What is a Service Matrix?
Building on client segmentation from the last episode, Kurt and Steve introduce the idea of a service matrix - how you can service segments of clients differently. They talk about different types of c...
4 Juni 202033min
02 Foundations of Service #1: Effective Ways to Segment Clients
What is client segmentation, and how can it work for your practice? Steve and Kurt dive into specifics and discuss several ways to segment clients.
2 Juni 202020min
01 Introduction to The Whole Truth: Why This Podcast?
Steve and Kurt give an overview of the podcast and an introduction to themselves. They discuss the upcoming series on client service and why it matters now.
2 Juni 202018min
The Whole Truth - Trailer
The Whole Truth is launching next week.
27 Maj 20201min
