Ep #394: How to Lead a Passion-Driven Ensemble Firm: An Interview with Jason Speciner
Behind The Advisor
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Evolving Financial Services
This chapter explores how a financial planning firm has evolved its service offerings and fee structures to better meet client needs. It highlights the importance of team engagement, reflective strategy meetings, and continuous improvement in delivering quality advice. By empowering team members and fostering a culture of iteration, the firm strives to enhance client interactions and operational efficiency.
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