Why Building a Team is Critical to Creating Value in Your Business
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Why Building a Team is Critical to Creating Value in Your Business
- 1. KRISTA SHEETS Accelerating Team Performance to Maximise Client Relationships Why Building a Team is Critical to Creating Value in Your Business
- 5. Business Optimization Less Effort Good Results Great Results More Effort
- 7. The Building Blocks of Business GRIND MIND FIND
- 8. What are the Core Functions of Your Business? Practice Management Marketing Sales Wealth Management Portfolio Analysis Investment Management Research Portfolio Reviews Client Service Relationship Management Administration & Operations
- 10. Results-Driven Team Defined The right PEOPLE doing the right THINGS the right WAYS for the right CLIENTS at the right TIMES for the right REASONS
- 22. THANK YOU! Contact information: Krista S. Sheets [email_address] www.ParagonResources.com US: 770.319.0310 | Skype: paragonresources
Notas del editor
- What an honor to be here today. In the next hour, I promise to give you what I know after working almost 12 years with successful investment advisory practices as being the best practices to maximizing your business potential and the relationship you have with your clients. I probably won’t take too many breaths as I feel there is so much to share with you. Our time together is short, but I hope everlasting and valuable to your business.