client onboarding

In this episode of Dietitian Turned Designer, I dive into the reasons why private practice owners should consider starting a podcast. I chat about the stats of having a podcast, enhancing visibility, connecting with your audience and sharing valuable information in a personable way. I also share my favorite content creation tips and success metrics. Learn more about the value of a podcast and get actionable tips for you to start leveraging a podcast for your private practice.

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In a world of tight deadlines, diverse client needs, and ever-changing regulations across jurisdictions, law firms everywhere face countless challenges to stay compliant. That's why we are thrilled to be joined by Maire-Claire Le Houerou, Client Experience Director for Risk and Compliance at the software company Intapp, and Alex Young, Senior Principal Consultant at Intapp in this episode of KYC Decoded. Their deep expertise and vibrant energy on this topic make for a compelling conversation.

Here's of what was explored in this episode:

• How are AML checks conducted when onboarding legal clients?
• Does generative AI have a role now and in the future to shape compliance programs in the legal industry?
• What qualities and best practices in a law firm’s culture drive AML forward?
• What are some of the benefits of high-quality data management software?

For additional resources discussed in this episode, be sure to check out:

• Bressler Risk Blog
• The Law Society AML resources
• The Panama Papers: Breaking the Story of How the Rich and Powerful Hide Their Money by Frederik Obermaier and Bastian Obermayer

To find out about Moody’s Analytics' AML solutions for the legal sector, please go to our website.

In today's episode, discover the journey of Megan Hutchins, an incredibly successful senior photographer who started her senior rep team just three years ago IN 2020 😮

Her story is a fantastic case study into how to build a strong senior photography business using the power of a senior rep team - successfully and without overwhelm.

Megan, a devoted mother of three, sought a way to contribute to her family’s income, and her story is nothing short of inspirational. Embarking on a venture that would transform her from a stay-at-home mom into a thriving entrepreneur, she harnessed her creativity, determination, and passion to achieve her dreams, and in this episode, she generously shares her experiences and insights.

Megan’s innovative approach to building and managing her team, which includes both a senior and junior group, is a testament to her creativity.  Beyond business strategies, Megan and I also discuss the crucial topic of pricing a team, detailing how she determined her pricing structure to cover her expenses and sustain her business.

This episode is chock-full of practical advice, invaluable insights, and inspiring stories - all set to help elevate your life, business, and personal growth. Tune in for an inspirational hour with Megan Hutchins of Megan Hutchins Photography.

MENTIONED IN THE SHOW:
THE CREATIVE TEAM METHOD (dm me on Instagram to get the discount code)
TONIC Website Template SALE - use code RENEE15 to get 20% off before 9/19

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Connect with Korey Cournoyer
LinkedIn: https://www.linkedin.com/in/koreycournoyer/

Learn more about GrowthLab Financial
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Connect with Blake Oliver, CPA
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Twitter: https://twitter.com/blaketoliver/