Episode 105 – Delivering High Level Services to Clients – With Carla Barry

Power Your Advice

English - August 11, 2022 15:53 - 10 minutes - 13.9 MB
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Previous Episode: Episode 104 – An AI Solution For Personalized Advising – With Andrew Altfest

Next Episode: Episode 107 – Cash Management is More Important than Ever – With Eric Lansky

Carla Barry is head of Operations at Axos Clearing, a full-service clearing firm focused on the success of introducing broker-dealer and registered investment advisor correspondents. Doug and Carla talked about her coming from outside the financial services industry and what she believes goes into creating a great service model. They also discussed: What gets her … Continue reading Episode 105 – Delivering High Level Services to Clients – With Carla Barry →