Planner Pulse 004: Joe Stephan [Part 2] — A business overhaul and building a great client experience

I 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

Your advice is valuable.
— Joe Stephan