The Perfect RIA cover image

Hire or Fire?

The Perfect RIA

CHAPTER

Empowering Team Members for Growth and Client Experience

This chapter emphasizes the significance of empowering team members in a financial advisory firm to drive growth and sustainability. It discusses the essential qualities of A-level team members and the vital role of relationship managers in enhancing client experience and fostering meaningful connections.

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