Earlier this month, our Director of Financial Planning, Alfie Mullan and I had a chat about Emery Little’s plans and what they mean for our clients. We started with our thoughts on 2022 – including how the markets reacted to the global uncertainty. We then went on to explore our three areas of focus for 2023 which include:
- Communication
- Improving service
- How to help more people
You can watch our conversation in the video below.
If you have problems viewing the video, try this link instead.
If you prefer audio, you can listen to the conversation here.
If you’d prefer to read our conversation, here’s the transcript.
Want to get involved?
Your input on client experience improvements we’re planning is really valuable. Over the next few months, we’d like to talk to as many of you as possible about one or two of the changes we have in mind. If you can give up some time for a conversation, we’d be grateful. Please drop us a line and we can take it from there.
There’ll be further opportunity to share your feedback when we ask you to participate in our annual survey in the Summer.
