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Are You Running Your Financial Practice Like a Business?
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"Are You Running Your Financial Practice Like a Business?"

Simplify the management of your team immediately with this download!

Clear communication and effective delegation are essential to your success. 

Download five Responsibility Agreements to set expectations of the day-to-day job functions for your administrative support team.

Included in the download are responsibility overviews for key administrative job functions:
• Receptionist

• Administrative support

• Executive assistant

• Office upkeep

• Client services

Ready to learn more about how to run your business like a business? 

Get the full deck of Responsibility Agreements to include the 25 most essential responsibilities that need to be assigned within a successful advisory business, including: finance, IT, account services, sales, marketing, HR, junior advisor and more!

Join us for the Holistic Advisor Academy

June 20 – 22 | Ritz Carlton | Cleveland, Ohio

Offered Free by: Clarity 2 Prosperity
See All Resources from: Clarity 2 Prosperity


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