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Worlds to Conquer - Surge And Questions For Your Team

The Perfect RIA

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What Is the Difference Between Value and Not Value?

When I asked them, where do we spend a lot of time on, but little value to the client is actually being provided, I got really different feedback from both teams. And so we started going through all of the calls that they were making or felt when they needed to make to the client. And then we really refined when it was a value and when it was not a value. Now when I executed this three question survey, here's how I did it. I gave it to both my leads and my relationship manager, my ops.

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