Financial Advisor Success cover image

Ep 341: Bolstering The Quality Of Advice By Deliberately Rotating Advisors For Each Client With Thor McIlrath

Financial Advisor Success

CHAPTER

How to Manage New Money in a Firm

There's three people in client services and they're managing the inflows from what's pretty light to us on an average month now of about five million of new money to manage. Then we have the front office staff that's Mindy and Bree and those two are handling all the incoming calls outgoing calls for client reviews. We have Vicki that um she handles as an office manager basically the go-to person for ongoing throughout the day Um to do with office management. Jake, Jeremy, Troy and Thor then we have uh the advisor trainees that are we're we're trying to pull up um although they don't need polling they're very ambitious and very bright young men like Quinn my

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner