Encourage Staff to Be Proactive with You
Your support staff is the front line for your client base. That means it's imperative you get your support staff on message and on point. --Robin Montgomery
Your support staff is the front line for your client base," says Robin Montgomery, founder, Support4Advisors. That means it's imperative you get your support staff on message and on point. Have proxy statements recently gone out? Has the volume of phone calls gone up within the last hour after a major corporate earning announcement? These are things you want your staff to inform you about so that you are aware of what's going on with your client base. Also, use the time in your staff meeting to make sure each member of your support staff gets a chance to ask questions and is very much a part of the meeting. "It's important this is not a situation where the advisor is dictating," Montgomery says.
-Robin Montgomery, founder, Support4Advisors, in Market Stress: 5 Ways to Prepare Your Support Staff
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