Resource Zone

Please Login or Become A Member for additional features
You’ll hear from:
Adam Blumberg, CLU, CFP
Matthew Joseph Murphy, EPC
Ana Sofia Rodriguez, MBA
Episode breakdown:
0:28 – Giving everyone in the office a voice
2:12 – Standardizing the onboarding process
3:26 – Making changes quickly to suit younger team members
5:15 – Dealing with differences in generational communication styles
7:06 – Making the decision to outsource staff
9:50 – Communicating those changes to clients
14:27 – Required disclosure to clients about remote staff
16:49 – Further understanding about virtual assistants
{{GetTotalComments()}} Comments
Please Login or Become A Member to add comments