Why Your Assistant Should Totally Run Your Client Service Operation

By Katherine Vessenes, JD, CFP, RFC
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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.

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