Take employees on client visits. One of the main things that we try and do is constant reinforcement of the fact that we are advisers to our clients. It’s training by example, taking people with us as ...
Two-way integration automatically connects Orion portfolio management data to advisor-client conversations and communications in Zocks, accelerating ‘time to advice’ SAN FRANCISCO & OMAHA, Neb., ...
Some things can only be taught through example — and that’s where Jack Elliott steps in. The president and CEO of Cohen & Grigsby PC does train new employees as they come into the law firm, using ...
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