They are often your clients' first point of contact, but assistants could do much more than answer the phones, explains Bryce Sanders, president of Perceptive Business Solutions.
Your assistant is often the first point of contact when a client calls. They influence the client's mood, read their emotions and may even perform triage to determine if the issue requires the adviser's attention. They are powerful. But could they bring in more business? Not every adviser's assistant fits the model above. All this good stuff happens in a high morale, low turnover environment. If you do not have a good working relationship with your assistant but want one, here are three necessary components: Respect - This needs no definition. Apply this litmus test: if things are bus...
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