Showing results for "Grainger" in Money & Finance
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The Angie.CPA Show
- Written by: Angie Grainger CPA/PFS CFP®
- Original Recording
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Bringing calm to financial chaos—so you can take back control. Hosted by Angie Grainger, CPA/PFS, CFP®, this podcast is your calm corner in a noisy financial world. With over 25 years of experience as a financial planner and advisor, Angie breaks down complex topics—from retirement accounts to tax strategies—into clear, actionable steps. Each episode follows a simple framework: What it is. How it works. What you can do about it. If you’ve ever felt overwhelmed by the news, unsure what financial advice to trust, or just want to understand your money better—this show is for you.
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Competitive CX | Conversations for Financial Services Professionals Tackling Client Experience Challenges
- Written by: Melanie Aimer Adam Grainger Hamish Taylor
- Original Recording
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Welcome to Competitive CX, the podcast that dives deep into client experience in the financial services industry. Hosts Melanie Aimer, Adam Grainger, and Hamish Taylor guide listeners through the critical role of client experience (CX) and share insights on navigating its challenges and opportunities. With over 20 years of experience, Melanie Aimer champions client experience across capital markets, asset management, private banking, and wealth management. Adam Grainger, from his organization Accomplish, focuses on measuring and understanding the key drivers of outstanding client experiences, ...
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PEP TALKS with triiyo
- Written by: Rebecca Grainger
- Original Recording
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Welcome to PEP TALKS with triiyo. triiyo is the leading solution for workplaces to support their people during every life transition from starting a family to retiring, and every life event in between. On PEP TALKS with triiyo we chat to our expert partners for advice on how to best navigate these common, complex and often messy life stages that happen during our working career. Keep listening as we connect the dots between life and work, with the simple aim of education and empowerment. After all, life HAPPENS at work.
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