Transforming Client Experience: Nicole Mead on Sales, Marketing, & Operational Tech Tools
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Transforming Client Experience: Nicole Mead on Sales, Marketing, & Operational Tech Tools
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In this episode, Joshua talks with Nicole Mead, partner and director of Business Development at Creative Planning Business Services. Nicole shares insight into how her team leverages cutting-edge technology to empower both their internal processes and client experiences. With a unique background in software engineering and business development, Nicole dives into her organization's recent journey of digital transformation, introducing tools like Salesforce, outreach platforms, and streamlined contracting solutions to drive efficiency, collaboration, and growth.
Together, Joshua and Nicole explore practical challenges and real-world solutions—ranging from technology adoption during mergers and acquisitions, to navigating generational differences and enhancing client onboarding. Plus, you’ll hear their thoughts on harnessing artificial intelligence for sales, marketing, and operational excellence. Whether you’re seeking inspiration for your own tech roadmap or want to learn actionable tips for differentiating your business in the marketplace, this episode is packed with fresh ideas and expert advice you won’t want to miss.
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