Alli Whittle’s Post

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Planning Associate | Staff Accountant | Marketing Associate

Want to transform client relationships to help grow your business? Here’s how: 1. Develop Processes 2. Delegate Activities 3. Define Client Ownership Processes help create a consistent client experience. $500/hour staff shouldn’t be doing $50/hour work! Not the advisor's client → it's the company's client. These steps not only improve scalability but also enhance the client experience. I can’t wait to implement some of these strategies at Cornerstone Advisory Group! #FinancialAdvisors #FinancialPlanning #SmallBusiness #ClientExperience

Steve Elliott, MST, CPA

Tax Director, Ascend Group at Mercer Advisors

3mo

Insightful!

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