We chat with Joe Stephan who runs Stephan Strategic - a financial planning practice in Kew, Victoria. Joe operates the business with his brother James.
This is part two of a two part series.
Listen and learn
In this episode you'll discover:
- How Joe plans to make use of video and social channels this year, to improve efficiency and engagement with his clients
- How a complete overhaul of fees, service delivery, and client touch points a couple of years ago, led the business to being awarded the runner-up prize in the FPA Best Practice Awards in 2012
- Why Joe has such a strong focus on continuing to build a great client experience and how he hopes that will contribute to business growth
People on this episode
Mentioned on this episode
- Stephan Strategic on Twitter
- Joe on Twitter
- Stephan Strategic on YouTube
- FPA Best Practice Awards 2012
- A Random Walk Down Wall Street by Burton Malkiel
- Stephan Strategic