When you bring on a new team member, do you have an expectation that they will automatically know how your office works and how to communicate with your clients – so that client feels like the only client? On today’s Worlds To Conquer, Jamie shares what steps she takes to train her team, not just when they start, but on a continual basis, so they are constantly learning. She’ll also share the importance of note-taking and how it empowers you and your team.

Recommended Podcast

The Hidden Cost of Selling Your Practice Alone With Scott DiGiammarino

Fit is everything

See More

Exactly What to Say in Client Meetings [Episode 367]

Consistency with your client builds trust

See More

Understanding Client Profitability With Max Holvik

Your financials tell a story

See More

Contact Us