THE PERFECT RIA |Worlds to Conquer - Surge And Questions For Your Team

You can’t assume that because you have something articulated clearly in your mind, that your team knows and understands every detail. On today’s episode, Jamie discusses why you need to have up-periscope meetings and check in with your team. She’ll share three questions that you can ask them that will deliver a better experience to your clients.

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Worlds to Conquer – Surge And Questions For Your Team

Recommended Podcast

So, How Will You Get All Those New Clients? [Episode 292]

Why Clients Leave (And How to Keep Them)

What Was Your NET Client Flow In 2024? [Episode 291]

Contact Us