Promoting Improvement: A Key to Teamwork Excellence
by David F. Smith, Ph.D., CFP® in the Journal of Financial Planning - July 2018
Providing great service to clients is critical for CFP® practitioner firms to succeed. Perhaps it goes without saying that having team members get better at what they do leads to excellence, but there is much more to "improvement" than job excellence. PDF Below.
Jul-2018-Improvement-JF_20210516-164808_1
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