For financial advisors and financial planners, small details can make a big difference in how you and your business is perceived. Here is a three-step process for setting your service standards.
Tag Archives | support
Five Questions to Delegate More Effectively
If you are frequently frustrated when others don’t meet your expectations, take time to address the following questions.
Creating Accountability for Your New Advisor
Set up your new advisor for success by outlining your goals and expectations in a simple accountability plan.
What to Include in the Job Description for Your New Advisor
Here’s a list to help create your job description for new advisor – categorized by area of focus, along with the rationale for each one.