Monday 6th March – 1st/2nd Chair Master Class

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Cheryl Chantry

1st/2nd Chair Collaboration

Advisory firms must accelerate the client skills, confidence and productivity of up-and-coming advisory team members. If they are building a firm, they must also work hard to reduce key person dependency.

Effective 1st/2nd Chair management and development where team members engage clients collaboratively is critical. 

1st/2nd Chair management significantly reduces key person dependencies generated by reliance on solo meetings.

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