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İçerik Lisa Mitchell tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Lisa Mitchell veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
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Connecting CX and EX in Real Time with Sherri Evans

29:59
 
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Manage episode 332888116 series 2988342
İçerik Lisa Mitchell tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Lisa Mitchell veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.

“The vision to bring HR and Marketing together is a good one because it allows us to leverage our strengths.”

  • Sherri Evans

How do you help employees understand your brand promise - and align their performance and engagement to it? Sometimes, organizational silos can make alignment difficult. In this episode, we get a peek behind the curtains at an organization that chose to align 3 essential and typically distinct functions together: HR and EX (Employee Experience), Client Experience (CX) and Marketing.

My guest is Sherri Evans who is SVP of People and Client Experience at Aviso Wealth. In her role for 2 years following a merger of 3 companies into one, Sherri and her team are working hard to ensure it is clear for everyone how employee experience is clearly connected to customer experience.

In this episode of Talent Management Truths, you’ll discover:

🍏 The connection between CX and EX and how Marketing fits in

🍏 Tactics to retain talent and address the top 3 reasons people may leave

🍏 Insights about how to leverage Career Paths

About Sherri Evans: Sherri is the SVP, Head of People & Client Experience at Aviso Wealth where her focus is on providing employees, partners, advisors, and clients with an exceptional experience that is a source of competitive advantage. Her strategic oversight of human resources, marketing and client experience facilitates cultural alignment, internal and external brand-building, and effective communication across Aviso Wealth and with external audiences. Sherri is a member of Aviso Wealth’s Executive Committee.

Previously, Sherri served as VP People & Strategy at NEI Investments, which was nationally recognized as a “Great Place to Work” (Top 50 Employer) two years in a row. Her prior experience includes progressively senior roles with a major Canadian retailer and with leading technology and financial services firms.

Sherri holds an MBA from the Ivey School of Business at the University of Western Ontario, and a Diploma in HR Manageme

Are you a Talent leader who is longing for a safe place to bounce ideas off of? In addition to my group programs I work privately with a select few clients as their Talent Management Thought Partner. I will help you, over the next 90 days, create the space, the intention and the strategy to implement an initiative that is CRITICAL to your team. Let’s chat and see if there’s a fit. Book me online at greenappleconsulting.ca/contact

Stay Connected

JOIN our free, value-added Community of Peers and Learning!

Lisa hosts regular FREE Talent Talks for HR and Talent Management Leaders to expand your network, spark ideas and learn with your peers. We leverage large group discussion and small group breakouts: https://www.greenappleconsulting.ca/TalentTalks

Share the Show

Like what you’ve heard? Pretty please with an apple on top - kindly leave me a 5* review so that others can find the show and elevate their impact too! Here are the simple instructions:

  • Launch Apple's Podcast app on your iPhone or iPad.
  • Tap the Search icon (on the botton) and search for “Talent Management Truths.” Tap the album art.
  • On the podcast page, tap the Reviews tab.
  • Tap Write a Review at the bottom of this page.

Follow me

LinkedIn: https://www.linkedin.com/in/lisa-mitchell-acc-ctdp-7437636/

Instagram: @greenappleconsulting

Facebook: https://www.facebook.com/greenappleconsulting.ca

  continue reading

126 bölüm

Artwork
iconPaylaş
 
Manage episode 332888116 series 2988342
İçerik Lisa Mitchell tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Lisa Mitchell veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.

“The vision to bring HR and Marketing together is a good one because it allows us to leverage our strengths.”

  • Sherri Evans

How do you help employees understand your brand promise - and align their performance and engagement to it? Sometimes, organizational silos can make alignment difficult. In this episode, we get a peek behind the curtains at an organization that chose to align 3 essential and typically distinct functions together: HR and EX (Employee Experience), Client Experience (CX) and Marketing.

My guest is Sherri Evans who is SVP of People and Client Experience at Aviso Wealth. In her role for 2 years following a merger of 3 companies into one, Sherri and her team are working hard to ensure it is clear for everyone how employee experience is clearly connected to customer experience.

In this episode of Talent Management Truths, you’ll discover:

🍏 The connection between CX and EX and how Marketing fits in

🍏 Tactics to retain talent and address the top 3 reasons people may leave

🍏 Insights about how to leverage Career Paths

About Sherri Evans: Sherri is the SVP, Head of People & Client Experience at Aviso Wealth where her focus is on providing employees, partners, advisors, and clients with an exceptional experience that is a source of competitive advantage. Her strategic oversight of human resources, marketing and client experience facilitates cultural alignment, internal and external brand-building, and effective communication across Aviso Wealth and with external audiences. Sherri is a member of Aviso Wealth’s Executive Committee.

Previously, Sherri served as VP People & Strategy at NEI Investments, which was nationally recognized as a “Great Place to Work” (Top 50 Employer) two years in a row. Her prior experience includes progressively senior roles with a major Canadian retailer and with leading technology and financial services firms.

Sherri holds an MBA from the Ivey School of Business at the University of Western Ontario, and a Diploma in HR Manageme

Are you a Talent leader who is longing for a safe place to bounce ideas off of? In addition to my group programs I work privately with a select few clients as their Talent Management Thought Partner. I will help you, over the next 90 days, create the space, the intention and the strategy to implement an initiative that is CRITICAL to your team. Let’s chat and see if there’s a fit. Book me online at greenappleconsulting.ca/contact

Stay Connected

JOIN our free, value-added Community of Peers and Learning!

Lisa hosts regular FREE Talent Talks for HR and Talent Management Leaders to expand your network, spark ideas and learn with your peers. We leverage large group discussion and small group breakouts: https://www.greenappleconsulting.ca/TalentTalks

Share the Show

Like what you’ve heard? Pretty please with an apple on top - kindly leave me a 5* review so that others can find the show and elevate their impact too! Here are the simple instructions:

  • Launch Apple's Podcast app on your iPhone or iPad.
  • Tap the Search icon (on the botton) and search for “Talent Management Truths.” Tap the album art.
  • On the podcast page, tap the Reviews tab.
  • Tap Write a Review at the bottom of this page.

Follow me

LinkedIn: https://www.linkedin.com/in/lisa-mitchell-acc-ctdp-7437636/

Instagram: @greenappleconsulting

Facebook: https://www.facebook.com/greenappleconsulting.ca

  continue reading

126 bölüm

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