Selling Client Bases
Certainty Advice Podcasts
English - April 06, 2022 03:22 - 16 minutes - 18.6 MBManagement Business Education financialadvice certaintyadvice certaintyadvisers finance valuableadvice Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Accelerating from associate to senior adviser with Certainty
Next Episode: Quoting with Certainty
As firms grow quicker than the needs of their clients, how do they maintain productivity? In the past the first solution was hire more people, which increases short-term activity and not always eventuates in longer term productivity. What are the considerations for firms seeking to protect the best interests of all clients, while ensuring they remain focused on their active clients?