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:
• 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
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