Posts Categorized: Organization

Leveraging A Team

You have heard it before: “form a team — it will help your business” and “teams make more money.” Bull! Unorganized, poorly managed teams can hurt productivity and your bottom line. Most FA’s take a productivity hit when they form a team and really never get the leverage from the team that they anticipated. Granted most… Read more »

High-Quality Service = Loyal Clients

Can high-quality service go hand in hand with retail sales holiday sales? The answer is yes. In the right stores, and you’ll pay for it. Just go shopping at Nordstom vs Costco vs. Walmart. Now, compare that experience in retail to your experience in Financial Services. Full service vs. discount vs. no service. What is… Read more »