You can’t assume that because you have something articulated clearly in your mind, that your team knows and understands every detail. On today’s episode, Jamie discusses why you need to have up-periscope meetings and check in with your team. She’ll share three questions that you can ask them that will deliver a better experience to your clients.

Recommended Podcast

Head Trash: Overcoming Mental Barriers in Advising  [Episode 355]

Focus your conversations on value

See More

Building a Collaborative Financial Firm With Matthew Daugherty 

The Dangers of Competing on Price

See More

Why One Percent Is For Discount Advisors?  [Episode 354]

Integrity is key in pricing!

See More

Contact Us