Designing Your Team

from Best Practices Podcast · host Best Practices Podcast

In this episode, Joanne Ferguson discusses the essential best practices for financial services teams, emphasizing the importance of focus, clear roles, and effective processes. Sandra Margolese reads the preface and Chapter 1 'Designing Your Team' from Best Practices: A Handbook for Advisors and Their Teams.

Episode metadata supplied by the publisher feed · Published Jan 7, 2025

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Designing Your Team

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