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

Dodging IRA Disasters and Fostering Team Synergy

Employees: Following Up or Nagging? Is There a Difference?

Intentional Tax Planning and Avoiding Costly Mistakes with Guest Steven Jarvis, CPA [Episode 266]

Contact Us