145: Ideas to Implement - Create a "Guided Responses" Cheat Sheet to Improve Client Service and Empower Your Team
The Efficient Advisor: Tactical Business Advice for Financial Planners
00:00
Introduction
Learn how to improve client service and empower your team by implementing actionable strategies from this chapter. Discover the importance of aligning communication styles and gaining insights from a successful planning practice.
Transcript
Play full episode
