
1. Listening to Humanise The Numbers with Vipul Sheth of AdvanceTrack outsourcing.
ii) How do you provide experience to your less senior team members so that they can understand how your clients tick?
iii) How do you know if any of your team members would really like to build experience of working with clients more closely - rather than just delivering sets of accounts and doing the technical work?
https://humanisethenumbers.online/episode-37-vipul-sheth-advancetrack-outsourcing-humanise-the-numbers/
iv) Do your clients want one point of contact with your firm only, or is that what you want? https://humanisethenumbers.online/episode-37-vipul-sheth-advancetrack-outsourcing-humanise-the-numbers/
1.Here's Paul Shrimpling sharing the review of his conversation with Vipul Sheth of AdvanceTrack outsourcing. You'll hear Vipul's powerful approach to building the confidence of upcoming team members about getting into client meetings and making it ok for them to do that.
(embed this video)
2. Do your clients have only one point of contact for your firm? In this discussion with Vipul Sheth of AdvanceTrack outsourcing you'll hear Vipul describe a scenario that makes it clear that one point of contact can be a source of frustration and disappointment to your client and is a missed client care opportunity. Listen in from 29m 50s to hear this part of the conversation.
3. What is the true mechanism for building trust between your firm and your firm's clients. In this conversation with Vipul Sheth of AdvanceTrack you'll hear Vipul very clearly describe how he sees this mechanism playing out in successful firms.
Listen in from 32m 42s...
4. How do you build up the skill or redistribute the skills across your team so that as a whole, the team is balanced and optimised.
Vipul Sheth digs into the importance of this and how best to deploy specific talents in your firm. You'll hear more on this from 36 minutes in to this podcast
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Here is a soundbite of the interview with Vipul Sheth