• The Ultimate Competitive Advantage: Customer Experience with Josh Roche

  • 2025/03/21
  • 再生時間： 35 分
  • ポッドキャスト

The Ultimate Competitive Advantage: Customer Experience with Josh Roche

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  • In this episode of Club Conversations, Caleb Roche interviews his brother Josh Roche from Roche Wealth, discussing the importance of customer experience in the financial services industry. They explore how Roche Wealth differentiates itself through high-touch client relationships, the evolution of customer experience, and the significance of trust and communication in maintaining strong client relationships. Josh shares insights on personalizing financial strategies, navigating difficult conversations, and the trends shaping the future of wealth management. The conversation emphasizes the need for a balance between digital resources and personal interactions, as well as the importance of building long-term client relationships.
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あらすじ・解説

In this episode of Club Conversations, Caleb Roche interviews his brother Josh Roche from Roche Wealth, discussing the importance of customer experience in the financial services industry. They explore how Roche Wealth differentiates itself through high-touch client relationships, the evolution of customer experience, and the significance of trust and communication in maintaining strong client relationships. Josh shares insights on personalizing financial strategies, navigating difficult conversations, and the trends shaping the future of wealth management. The conversation emphasizes the need for a balance between digital resources and personal interactions, as well as the importance of building long-term client relationships.
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