Telarus Appoints New Chief Customer Officer to Enhance Advisor Experience
Telarus, a leading global technology services distributor, has announced a significant strategic move to bolster its commitment to advisor success. The company has appointed Julie Peoples as its new Chief Customer Officer (CCO), bringing over two decades of experience in client service and operations to the role. This appointment signals a focused effort by Telarus to elevate its service excellence and further solidify its position as a top partner for technology advisors. Peoples’ leadership will be instrumental in driving initiatives aimed at improving the overall advisor experience and setting new industry standards for client satisfaction within the technology services sector.
Key Takeaways: Telarus’s Strategic Investment in Advisor Success
- New CCO Appointment: Telarus welcomes Julie Peoples as its Chief Customer Officer, bringing extensive experience in client service and operations.
- Elevated Advisor Experience: The appointment is a direct reflection of Telarus’ commitment to enhancing its services and support for technology advisors.
- Industry-Leading Service: Telarus aims to set new benchmarks in advisor satisfaction and service delivery, leveraging Peoples’ expertise to drive this strategic goal forward.
- Focus on Innovation: This new leadership appointment underlines Telarus’ commitment to ongoing innovation and continuous improvement in its processes and support for partners.
- Reorganization of Support Functions: The appointment involves a reorganization of customer-facing support functions, which will now be under the direct leadership of Peoples. Previous responsibilities for these functions, under CFO Joe Radzis, will now allow for increased focus on the broader financial operations of the company.
Julie Peoples: A Veteran Leader in Client Service
Julie Peoples brings a wealth of experience to Telarus, having spent over 20 years leading client service and operational teams in complex organizations. Her background includes a significant tenure as Senior Vice President of Client Service at Kestra Financial, a prominent independent broker-dealer. In this capacity, she played a crucial role in overseeing key organizational areas and driving improvements in client service. Prior to this, she held pivotal positions at Advisor Group (now Osaic), where she established and spearheaded the Center of Excellence for wealth management advisors. This experience of working with entrepreneurial professionals and driving continuous improvement will be invaluable in her new role at Telarus.
Peoples’ Vision for Telarus
Peoples’ appointment is not merely a change in personnel; it signals a strategic shift toward even more robust support for Telarus’ technology advisor partners. In her new role, she will be responsible for overseeing all customer-facing support, including pricing, order management, advisor experience, and commissions. Speaking about her new role, Peoples conveyed her enthusiasm: “I’m honored to join the Telarus team and its extremely dedicated team of ‘customer-first’ service professionals to enhance the advisor experience further. With two decades of experience driving continuous improvement and innovation in all areas of service for entrepreneurial professionals, I bring an important success element for technology advisors, and I’m eager to ensure we are the best partner to assist in fueling their growth. I feel very fortunate to be a part of this amazing organization.“
Telarus’ Commitment to Advisor Excellence
Telarus’ decision to create this new CCO position and appoint Julie Peoples highlights the company’s unwavering dedication to its technology advisor partners. The company recognizes that the success of its advisors is intrinsically linked to its own success. By investing in leadership dedicated to optimizing the advisor experience, Telarus aims to foster stronger relationships, enhanced collaboration, and ultimately, increased growth for its partners.
Strategic Realignment of Internal Resources
The shift of customer-facing support functions from the CFO to the newly appointed CCO represents a strategic realignment of internal resources. Adam Edwards, CEO of Telarus, explained the reasoning behind this reorganization: “We are very excited to welcome Julie to our team, whose commitment to superior service perfectly aligns with our values. The best practices she has acquired from her extensive experience in the financial industry, combined with our deep knowledge of technology advisors, bolster our best support reputation in the industry. We deeply appreciate Joe’s contributions in transforming the team, processes, and infrastructure. This transition allows Joe to focus on all financial operations of the business, while Julie will dedicate her efforts to enhancing our customer service operations.“
The Impact of This Appointment on the Technology Services Industry
This strategic move by Telarus signals a broader trend within the technology services industry. Companies are increasingly recognizing the importance of investing in client service and cultivating strong relationships with their partners. By placing a dedicated executive in charge of advisor experience, Telarus is setting a high standard for other distributors to follow. This approach not only benefits Telarus’ partners but also raises the bar for the entire industry, potentially leading to improvements in service levels across the board.
Setting New Industry Standards
Telarus aims to use this appointment to not only enhance its current offering but to set new industry standards for advisor satisfaction and service delivery. The company’s commitment to continuous improvement and its focus on partnering with its advisors position it well to achieve this ambitious goal. This proactive approach will likely differentiate Telarus in a competitive market and attract top talent to both the Telarus team and its network of technology advisors.
Looking Ahead: A Stronger Partnership for Growth
The appointment of Julie Peoples as CCO signifies a new era of commitment to advisor excellence at Telarus. The company’s investment in this key leadership role demonstrates its understanding of the critical importance of fostering strong partnerships in a rapidly evolving technology landscape. With Peoples at the helm of customer-facing support, Telarus is well-positioned to continue its trajectory of growth and innovation, delivering unparalleled service to its technology advisor partners and empowering them to achieve their full potential.
The improved advisor experience, driven by Peoples’ leadership, will undoubtedly enhance Telarus’ already strong reputation in the industry. It will be interesting to observe how this proactive move by Telarus influences and potentially elevates standards within the broader technology services ecosystem in the coming years. By prioritizing advisor success, Telarus is also ensuring its own continued success and innovation as a global technology services distributor.
