Designing Your Team

07/01/2025 19 min Temporada 1 Episodio 2
Designing Your Team

Listen "Designing Your Team"

Episode Synopsis

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.