Podknife - Follow Up Friday - Helping Team Members Triage Client Requests by The Perfect RIA

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Follow Up Friday - Helping Team Members Triage Client Requests

Podcast |: The Perfect RIA
Publisher |: Matthew Jarvis & Micah Shilanski, Finance Rockstars
Media Type |: audio
Podknife tags |: Business,; Investing,; Management & Marketing,; Personal Finance
Categories Via RSS |: Business,; Business News,; Investing,; News
Publication Date |: Sep 30, 2022
Episode Duration |: 00:11:21

Helping your team to help you.

https://bit.ly/3SgTJPx

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