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

Financial Advisor Success

CHAPTER

Building an Accountability Chart for Service Teams

The term accountability chart I heard from Rocket Fuel, the book, I love the book. So what we do is look at, it goes back to that service calendar. But who's responsible for actually executing on the different responsibilities? We have advice and expertise; those are all licensed professionals. And then you have like administration, which is more of client servicing.

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