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Leadership Corner:
Maximizing the Success of your Sales and Service Assistants



So often we see great sales assistants leave our firms and we question why there is no loyalty left in today's corporate world. Could it be that we are partly responsible? How often do we hire service assistants without really thinking about who they will be working with and what the actual needs are? How often do we move an assistant from one advisor to the next without really talking to them; instead just reacting to the particular circumstance? This coaching session, from our leadership series, covers five critical themes for maximizing the success of your sales and service assistants. . . . (to read the remainder of this article, please log in below.)

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