Listen "Fostering Cross-Departmental Cooperation"
Episode Synopsis
In this episode we discuss working effectively as a team cross-departmentally to better and more seamlessly service a broader array of client needs, and consequently manage more assets. We cover subjects that include embracing the value propositions of other departments, collaborative discovery meetings, and supercharging referral flow.Our guest is Merrill Stewart of Allegacy Federal Credit Union who has done a very impressive job of integrating wealth management into the institution and unifying the organization.
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ZARZA We are Zarza, the prestigious firm behind major projects in information technology.