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Outsourcing with Certainty
Certainty Advice Podcasts
English - November 11, 2021 23:31 - 15 minutes - 17.2 MBManagement Business Education financialadvice certaintyadvice certaintyadvisers finance valuableadvice Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Building/Merging Clients Advice Bases
Outsourcing will grow from predominantly an administrative functionality to a management function. This will allow increasing numbers of our teams to deliver the value clients seek, while ensuring teams are not over-worked, that profits are achieved and careers objectives being met. This session shares the thinking, the benchmarks and core functions not to outsource for advisory firms of the future.