Follow Up Friday – Helping Team Members Triage Client Requests
Helping your team to help you.
Recommended Podcast
Bookkeeping Breakthrough: Why Financial Advisors Who Delegate Win Big With Duff Tucker [Episode 301]
How letting go of your books leads to practice growth
See More
The ‘Bus Ready’ Advisor: Building Firms That Outlast You With Guest Jenny Martella [Episode 300]
The Humble Advisor: Learning from Others
See More