When planning for value adds, do you expect everything to go off without a hitch, or are you taking the time to not only go through where a process could go wrong but learning from others’ mistakes? If you’re considering bringing on a new advisor to your firm, have you thought about how you’ll make that transition a positive experience for you, the new advisor, and especially your clients? When you hire a new team member, do you have a plan in place to train them from day one and ensure they continue to grow professionally? Listen in as we recap this week’s highlights and action items.
Decoding Delegation, Client Themes, and Hiring Wisdom
Leadership secrets, effective delegation, and successful team management strategies.