
James Taylor: The Power of Process | Next Gen
Barron's Advisor
00:00
Building a Cohesive Client Service Team
This chapter explores the dynamics of an effective client service team, emphasizing the roles of responsiveness and equity among members. It highlights the importance of communication, adaptability, and personal connections, fostering a culture that prioritizes client satisfaction and teamwork. Additionally, the chapter discusses the rigorous recruiting process and time management strategies essential for optimizing team efficiency and growth.
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