Financial Advisor Success cover image

Ep 329: When Scaling Gets (Operationally) Messy And Outsourcing Operations To Streamline Or Automate With Charesse Spiller

Financial Advisor Success

CHAPTER

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?

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner