Episode 105 – 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 

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