THIS WEEK’S PODCASTEncore Episode: How Are You Accountable When You Make a Client Mistake?
Handling mistakes and transparency with clients. ...Read More
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is Disrupting The Financial Services Industry
Follow Up Friday – Helping Team Members Triage Client Requests
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Worlds To Conquer – The Importance Of A Team
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What Works Wednesday – Being Intentional With Your Niche And Your Emotions With Don Hilario
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Helping Team Members Triage Client Requests [Episode 171]
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Follow Up Friday – Do I Need To Fire My Team?
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Worlds To Conquer – How To Fire An Employee
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What Works Wednesday With Josh Raab
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Should I Fire My Team? [Episode 170]
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Follow Up Friday – Working With Family
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