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

The Impact of Market Dynamics on Financial Practices with John Poole

It will blow most people’s mind

See More

The Real Risks of Retirement With Derek Tharp

It’s about how people actually value things

See More

Understanding Growth Metrics in a Bull Market With Michael Belluomini and Liam Heffernan

All revenue is not equal

See More

Contact Us