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Episode 115 - OPEX - Managing Wealth and Staying True to Oneself - Christine LaFrance O'Byrne
Manage episode 341782109 series 2916768
תוכן מסופק על ידי Marianne Rutz. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Marianne Rutz או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
We don't speak about money and customer service! Nor do we focus on money and customer experience. Whether that's a British or Swiss or even worldwide phenomenon is really by the by. My guest today talks, lives and breathes money and wealth! Christine is under no illusion - money is a sensitive topic - but she believes in her company, M1, and put the fun back into making money and creating wealth! Her focus lies with the drive to eliminate client pain points and making positive financial outcomes more accessible! Christine was 10 years old when she bought her first stock, sparking a passion for personal finance. She subsequently pursued a career in wealth management including with JP Morgan and Fidelity Investment, before she joined M1 - a high growth fintech company! She is leading a team focused on designing and delivering a seamless client experience and empowering personal financial well-being for over 500k clients.
How she measures success and stays true to herself and M1 mission is uncovered in our discussion today! Links
M1 Finance: https://m1.com/
Christine LaFrance on LI: https://www.linkedin.com/in/christinelfob/
Marianne LinkedIn: https://www.linkedin.com/in/marianne-rutz/
Course Waitlist: https://rutzconsulting.com/customer-service-course/
This Podcast is produced by: Andrew Madden Photography & Media Production
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