Mon Jun 24 2024

Your support staff has a significant influence on your practice, interfacing with clients, setting the tone for service and directly contributing to overall productivity. In this episode, Kristine Zambito, Director of Branch Admin Development at Raymond James, gives her advice for investing in your administrative team through education and development to empower a culture of growth. Financial advisor Gary Weiss and registered client service associate Sonja Ross share firsthand how a proactive approach continues to add value to their clients.