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Ep 401: One-On-One Advice Through Financial Wellness Programs To (Profitably) Expand The Reach Of Financial Planning with Zack Hubbard

Financial Advisor Success

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Empower Through Trust and Feedback

To help new team members adjust to service expectations, it is crucial to provide them the opportunity to engage with clients while ensuring they are well-trained. Allowing them to take initiative fosters trust. Implementing a structured feedback system, such as the two by two feedback model, promotes continuous improvement by highlighting strengths and areas for development. Encouraging self-evaluation alongside guided feedback enhances their growth and alignment with the desired service culture.

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