
Ep 329: When Scaling Gets (Operationally) Messy And Outsourcing Operations To Streamline Or Automate With Charesse Spiller
Financial Advisor Success
How to Build a Client Service Calendar
The accountability chart is essentially going through each of those items that we do for clients then and just documenting all the way down to who's accountable. So I don't like seeing, you know, we're talking about the larger firms now and there are multiple servicing teams. This does this and Michael does that, it's like, okay, what are the actual roles for your firm?
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