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.
Navigating estate planning with your clients.
See MoreHelping clients understand their purpose in retirement.
See MoreSupporting clients beyond financial aspects.
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