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.
Transforming the financial advising industry.
See MoreThe evolution of The Perfect RIA podcast.
See MoreClient engagement and setting expectations with estate planning.
See More