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8min chapter
Encore Episode: Managing Value Adds In Surge
The Perfect RIA
Enhancing Team Collaboration and Client Value Adds
This chapter highlights the significance of collaborative reflection and debriefing among financial advisory teams after a surge in activity. It focuses on improving client experience through effective communication, insight sharing, and timely responses to client inquiries.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode