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The Perfect RIA

Employees: Following Up or Nagging? Is There a Difference?

Jul 25, 2024
36:57

In this episode, Jamie Shilanski shares the weapon that top-performing financial advisors use to skyrocket their productivity: strategic delegation. Discover why hiring the right support staff is crucial for advisors looking to focus on high-value tasks and grow their business exponentially.

Communication takes center stage as Jamie emphasizes the critical importance of setting crystal-clear expectations and establishing robust communication policies with your team. Learn the fine art of effective follow-up, distinguishing it from mere nagging, and discover how consistent, respectful communication can ensure task completion and drive success.

Employees: Following Up or Nagging? Is There a Difference?

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