From Chaos to Cash Flow: Mastering Your Finances in a Turbulent World - Kimberley Stevenson - podcast episode cover

From Chaos to Cash Flow: Mastering Your Finances in a Turbulent World - Kimberley Stevenson

Aug 08, 202458 minTranscript available on Metacast
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Episode description

Podcast guest Kimberley Stevenson: https://www.storygroup.co.nz/


Chapters


00:00 Building a Supportive Team

02:30 Delegation and Trust

08:38 Balancing Work and Family

13:40 Organic Referrals

29:19 Mastering Phone Calls and Prioritization

30:16 The Importance of Admin Time

34:42 Speed to Response in Customer Service

37:45 Keeping Clients Informed During the Claims Process

46:37 Personalizing the Onboarding Process