9: Customer Experience with Chris Taylor - a podcast by BGL

Host of the BGL Podcast Jorge Tsipos has a chat with Chris Taylor from TAG Advisory in Melbourne to have a chat about SMSF, achieving the financial goals of the client and striving for excellence.

• Automating via software rather than offshoring.
• Having the ability to grow your firm by freeing up workable hours with automation.
• How to make the case for cloud and data feeds to your clients.
• The three pillars to retirement - what is the objective of super?
• Value added services and how to assist your clients best with strategy.

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