MasterAdvisor 105: How to Build a Seamless Travel System
by Daniel McCarthy
Having a strong client life system can eliminate ambiguity from an advisor’s day-to-day work and establish a standardized process that not only supports agency growth, but also sets clear expectations for clients.
For this episode of MasterAdvisor, Karen Tatum, owner of Tatum’s Tailored Travels in British Columbia, Canada, joined TMR’s Daniel McCarthy to share how her client life system has transformed her agency—and how other advisors can build one of their own.
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