Recorded by: Adam Holt & Derek Notman
Joe Fischer understands what clients want. He built a business around it to help financial advisors, and many others, send personalized gifts to their clients while being able to do it at scale.
Joe, Adam & Derek discuss:
- Joe’s background in financial services before traveling the world, climbing a mountain, and becoming an entrepreneur
- Why being intentional is some important
- How to think strategically about building a scalable gifting system that’s as automated as possible
- Tips, tricks, and best practices learned from Joe’s experience helping hundreds of thousands of customers on his gifting platform
- A special discount for financial advisors to use Greetabl
- And lots more!