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
If you are frequently frustrated when others don’t meet your expectations, take time to address the following questions.
Set up your new advisor for success by outlining your goals and expectations in a simple accountability plan.
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.