Increase the Return on Your Time

RELATED CONTENT

Creating a Team of Specialists: 6 Key Roles for a More Efficient Practice

As your business grows, so does your team—and the way that team functions. When this advisor assigned her team members to specialize in certain aspects of service, productivity shot up and her stress and number of hours in the office went down.

Running Like Clockwork: 5 Ways Checklists and Procedures Protect Your Business

You want clients to experience the same quality of service every time they come in contact with your office, right? Maintain your high standards—whether there’s a pandemic or you have to suddenly hire new staff—by getting all your procedures documented and at your fingertips.

Why Your Assistant Should Totally Run Your Client Service Operation

Horsesmouth Essential: Make your assistant your client service manager and ensure that you remain at the top of clients’ minds by giving them 14 to 28 “touches” a year. The end result will be greater awareness, more assets and referrals to manage, and higher income for you and your assistant. Plus, it’s a win all around. Here’s how to do it.