How to Eliminate Fear and Head Trash From Your Financial Advisors

Shilinski: One of the greatest fears as our surges began to mean more time between seeing a client was that the operations team and the relationship managers were terrified. They thought they wouldn't be able to get a hold of the financial advisor outside of surge but that's not reality, says Shilinski. "This has been beautiful with our team it alleviates their fears and their concerns," he adds.