Jackie Clark, a high-performance advice business strategist, joins Sue Viscovic, an operations culture expert, to share insights on elevating advisory firms. They discuss the pivotal role of technology in enhancing client value and operational efficiency. The importance of engaging employees in decision-making to boost morale and profitability is emphasized. Additionally, they highlight how measuring workplace culture can link directly to financial success, and they advocate for well-documented processes to mitigate risks and improve client satisfaction.
