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.
Asking thought-provoking questions and the art of visualizing and addressing client challenges.
See MoreHow to deliver massive value items, specifically several things we need to focus on as advisors to make sure we’re always exceeding expectations.
See MoreMastering communication skills to impact your client and prospect meetings.
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