Restructuring Compensation And Roles To Align For Growth
CFO News Room
NOVEMBER 8, 2022
Or should I have the advisors not worry about the workflows, communicate with their CSA the way that they prefer to communicate with the CSA, and then have the CSA spend the time putting the workflow together, and then let the advisor go on to the next client and give that very high-level customer service that are clients are very used to having?
130 
Let's personalize your content