As an advisor, you are responsible for coordinating and understanding how everything is connected between you, your clients, and the custodian. On today’s episode, Matt is joined by Cameo Roberson from Atlas Park Consulting to share why having systems and processes in place are vital to your growth. They’ll discuss how you need to know how you communicate with the custodian and why professional pushback is ok. Cameo will also provide her recommendations for steps to follow in order to create a system as well as train your team, and set them up for success.
Sticking with a prospect process that works.See More
Setting expectations with your clients on unlimited access within your company.See More
Creating forcing mechanisms to help you stop playing office.See More