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2022 Planning - Aligning Team Careers Plans & Business Plans
Certainty Advice Podcasts
English - November 17, 2021 04:52 - 12 minutes - 14.4 MBManagement Business Education financialadvice certaintyadvice certaintyadvisers finance valuableadvice Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Articulating Value - is it about Money, or Advice or Planning?
Next Episode: 2022 Planning - 2021 Insights
Advisory teams are the most valuable asset for every advisory firm. For firms in the business of building a business that consistently delivers great advice, the formalisation of team careers, team management and growth is crucial. But too often the planning for clients and the administration involved every day becomes a higher priority. This session shares crucial thinking and tools to help every firm, regardless of size, bring greater formality and process to building the firm's most important asset - the team.