Description
This exciting four-part series will focus on the next generation manager who will be leading the transition to client relationship management and to managing an active advisory environment for the client to achieve financial goals. The program will focus on the critical skills and expectations that need to be developed to ensure that the next generation branch manager will exceed expectations and goals set for him or her.
TOPICS:
- managing a successful branch
- leading service excellence
- business development
- maintaining superior team performance
