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