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...
Caring for children and elderly relatives
Similar to June 2007
Square Mile’s series of informal interviews
Fine reduced to £60,000
Two roles created