
Sign up to save your podcasts
Or


Client Service Associates (CSA) are an essential team member of the best, and most profitable, advisory firms. The role of the CSA goes beyond paperwork and, when executed properly, is a vital component to building client rapport and fostering long-term client relationships. In this episode of Advisor Talk with Frank LaRosa, the essential elements of managing and leading a successful a CSA are analyzed by Frank and the key strategies for engaging your CSA in fostering business growth are detailed.
By Elite Consulting Partners4.8
8989 ratings
Client Service Associates (CSA) are an essential team member of the best, and most profitable, advisory firms. The role of the CSA goes beyond paperwork and, when executed properly, is a vital component to building client rapport and fostering long-term client relationships. In this episode of Advisor Talk with Frank LaRosa, the essential elements of managing and leading a successful a CSA are analyzed by Frank and the key strategies for engaging your CSA in fostering business growth are detailed.

2,169 Listeners

583 Listeners

4,458 Listeners

2,028 Listeners

99 Listeners

1,044 Listeners

463 Listeners

2,115 Listeners

246 Listeners

8 Listeners

5,556 Listeners

9,986 Listeners

114 Listeners

474 Listeners

9 Listeners