• Encore Episode: Managing Value Adds In Surge

  • 2024/10/31
  • 再生時間： 24 分
  • ポッドキャスト

Encore Episode: Managing Value Adds In Surge

無料で聴く

ポッドキャストの詳細を見る

  • サマリー

  • In this episode, Jamie Shilanski explores the nuances of surge scheduling in financial planning, offering valuable insights for advisors looking to enhance their client engagement and team efficiency. She delves into the importance of well-crafted value adds, encouraging advisors to refresh these offerings regularly to maintain their impact. The discussion also highlights the benefits of post-surge debriefs as opportunities to identify areas for improvement and foster a culture of continuous growth. She illuminates the power of effective communication and the value of truly understanding client assets, showing how these skills can uncover new opportunities.

    Encore Episode: Managing Value Adds In Surge
    続きを読む 一部表示

あらすじ・解説

In this episode, Jamie Shilanski explores the nuances of surge scheduling in financial planning, offering valuable insights for advisors looking to enhance their client engagement and team efficiency. She delves into the importance of well-crafted value adds, encouraging advisors to refresh these offerings regularly to maintain their impact. The discussion also highlights the benefits of post-surge debriefs as opportunities to identify areas for improvement and foster a culture of continuous growth. She illuminates the power of effective communication and the value of truly understanding client assets, showing how these skills can uncover new opportunities.

Encore Episode: Managing Value Adds In Surge
政治・政府 ビジネス・キャリア 個人ファイナンス 経済学
続きを読む 一部表示

Encore Episode: Managing Value Adds In Surgeに寄せられたリスナーの声

カスタマーレビュー：以下のタブを選択することで、他のサイトのレビューをご覧になれます。

Audible.co.jp

Amazon.co.jp
レビューはまだありません。