Advisors and admins interact with clients most, and their success can make the difference between a happy client and an unhappy one. That’s why it’s so important for these roles to work well together, and that’s sometimes easier said than done.
We wanted to show a few ways that these teams can coordinate client meetings, hand off important tasks, and work better together for a common goal. Whether your advisory firm is large or small, we think these tips can help advisors and admins build an amazing partnership.
Check out "5 Ways Advisors & Admins Can Work Better Together" by downloading the PDF below!