Founder of Venturity Financial Partners, started the company in 2001 after holding accounting leadership roles with several different organizations in the Dallas-Fort Worth business community. He has been active with and served on the board of several non-profit organizations, including the Down Syndrome Guild of Dallas, Education is Freedom and as Board President for the Dallas chapter of the Entrepreneurs Organization (EO).
is responsible for all aspects of business development and marketing, as well as overseeing client experience for Venturity, which is her primary passion. Deanna has been involved in and held board positions with several professional and community organizations, including the Association for Corporate Growth, National Association of Women Business Owners, and Women’s Finance Exchange.
Leader of the Red Caffeine mission to deliver Exceptional Client Experiences, drawing on her 20+ years in Client Services. In addition to running the Account Management department, she brings her results-driven, creative problem solving, marketing experience and passion for impact to each client every day. Amy serves as an Advisory Board Member for the Northern Illinois Digital Marketing MBA Program.
Our three panelists today shared several ideas for how to create the Exceptional Client Experience. With the goal of stemming client attrition, both Venturity Financial Partners and Red Caffeine were able to not only turn existing customers into loyal ones,but also set up their new clients for success! Some of our top takeaways include:
Are you or is someone you know doing business as “un”usual? Pushing conventional boundaries or taking an innovative approach to business? Let us know about it and you could be a future guest speaker on our webinar series!