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The Ripple Effect of Positive Change and Impactful Value Adds with Guest Aaron Palmer [Episode 270]

The Perfect RIA

CHAPTER

Client Handoffs and Effective Delegation

This chapter focuses on the critical transition of client relationships when handing off to new team members, emphasizing clear communication and trust-building. It also explores actionable strategies for improving work-life balance, enhancing practice management, and the benefits of delegation in professional settings.

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