Does your team know how to handle tasks when everything is a priority? Have you as the advisor set up rules and guidelines for how to handle those situations and what truly needs to come first? Listen in as Jamie shares her tips for helping your team understand how to organize their tasks and why you need a communication policy in place.

Recommended Podcast

From Business to Freedom With Jerome Myers [Episode 315]

The Importance of Post-Exit Planning

See More

Encore episode – Why Don’t I Have More Prospects?!?

Play the long game, measure your input first

See More

Unlocking Value in M&A Transactions With Steven Jarvis [Episode 314]

Accurate financial reporting is crucial in M&A.

See More

Contact Us