
Sign up to save your podcasts
Or


When you bring on a new team member, do you have an expectation that they will automatically know how your office works and how to communicate with your clients - so that client feels like the only client? On today's Worlds To Conquer, Jamie shares what steps she takes to train her team, not just when they start, but on a continual basis, so they are constantly learning. She'll also share the importance of note-taking and how it empowers you and your team.
http://bit.ly/3AnaaCS
By Matthew Jarvis, CFP® & Micah Shilanski, CFP®4.8
458458 ratings
When you bring on a new team member, do you have an expectation that they will automatically know how your office works and how to communicate with your clients - so that client feels like the only client? On today's Worlds To Conquer, Jamie shares what steps she takes to train her team, not just when they start, but on a continual basis, so they are constantly learning. She'll also share the importance of note-taking and how it empowers you and your team.
http://bit.ly/3AnaaCS

137 Listeners

803 Listeners

194 Listeners

284 Listeners

677 Listeners

2,028 Listeners

2,113 Listeners

917 Listeners

244 Listeners

115 Listeners

338 Listeners

129 Listeners

134 Listeners

48 Listeners

150 Listeners