Restructuring Compensation And Roles To Align For Growth
CFO News Room
NOVEMBER 8, 2022
I’ve told her, “Hey, I need you to make visuals of these workflows and really walk through it with advisors and CSAs and associate advisors so that we’re not missing anything from compliance, we’re giving the client experience that we want to be giving.” And then we look at estate planning. Cean: Yeah.
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