April 9, 2024 Ops Boss® Coaching Call

April Group Coaching Mastermind

Topics Covered:

  • What Ops Should be doing post NAR Settlement: Updates to Systems and Ops, Value Statements, Fiduciary vs. Functionary, Bunding and Unbundling, 
  • First Quarter Wins, Learns, and Reporting
  • Challenging Communication with Clients


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