Worlds to Conquer - Helping Team Members Set Priorities
The Perfect RIA - En podcast av Matthew Jarvis, CFP® & Micah Shilanski, CFP®
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Does your team know how to handle tasks when everything is a priority? Have you as the advisor set up rules and guidelines for how to handle those situations and what truly needs to come first? Listen in as Jamie shares her tips for helping your team understand how to organize their tasks and why you need a communication policy in place. http://bit.ly/3Tuy1XP
