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James Taylor: The Power of Process | Next Gen

Barron's Advisor

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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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