Best Practices Handbook For Advisors and Theirs Teams
Hundreds of thousands of pages have been devoted to discussing various aspects of teamwork and best practices for businesses. Why are we adding to the pile? Because this handbook narrows the field of books that are directly relevant to your practice: it applies specifically to your financial services business. Also because information isn’t useful if you don’t apply it, and transferring ideas and theories to your practice isn’t always a straightforward process.