Delivering High Level Services to Clients with Carla Barry

Carla Barry is head of Operations at Axos Clearing, a full-service clearing firm focused on the success of introducing broker-dealer and registered investment advisor correspondents.

Doug and Carla talked about her coming from outside the financial services industry and what she believes goes into creating a great service model.

They also discussed:

  • What gets her excited to come to work every day
  • How she keeps her staff motivated at a high level
  • Her rating of the service her team currently provides to broker dealers
  • Using the strategy of teaching combined with problem solving
  • The way the feedback she is getting from clients has changed over the year she has worked there
  • What she would tell a prospect who is considering the service and support of Axos
  • Why Axos makes sense for her and what gets her excited about the future

Resources: Axos Clearing | Follow us on LinkedIn.

Related: The Attainability of a Digital Ecosystem with Mike Scaplen & Gary Wiedman