Have you ever experienced an outcome from your team that didn’t exactly match up to your expectations or the feeling that you’re on your own episode of ‘Nailed It’, but for Financial Advisors? On today’s episode, Jamie explains why training your team doesn’t end after the first few months. She’ll walk through how structured and consistent trainings can help with professional development, client communication, and credibility within your organization.

Recommended Podcast

Why Every Advisor Needs to Create Content [Episode 348]

Start where you stand

See More

The Ethics of Business Transitions With Brian Hanks

Happiness comes after the discipline

See More

The Best Fee Script Ever [Episode 347]

Price out of place kills the deal

See More

Contact Us