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financial advisor support staffThe role of the sales assistant or client associate becomes critically important to maintaining the cycle of client attainment and client satisfaction.

Great support staffs are invaluable, but are very hard to find and even more challenging to manage. Especially as teams get larger and work with more uniquely successful (and demanding) clients, effective staff management becomes essential to keep all the “plates spinning” smoothly.

Here are some good ideas from Ken Haman, the Managing Director at the AllianceBernstein Advisor Institute for building an efficient and strong support staff : https://bit.ly/11rumZD