Ep 004: Building The Team Of A $4.5B RIA Serving HNW Clientele with Deb Wetherby
Financial Advisor Success
00:00
Tailoring Client Services and Staffing Structure in Financial Advisory Firm
The chapter delves into customizing client meeting frequencies to meet individual preferences and being deeply involved in clients' lives by coordinating with other professionals. It discusses the detailed process of assisting clients in hiring professionals and the firm's staffing structure emphasizing client interaction. Strategies for managing a large team and ensuring a consistent client experience, along with the importance of team culture and employee investment, are also highlighted.
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