Which BD Services Are More Important During Coronavirus?
Our promise to our advisors is to serve them well,” Kris Chester, COO of Kestra Financial says. “And it’s really important to have the right type of individual in those service and operations roles because, at the end of the day, that’s what defines your delivery. And they’re the ones who have to deliver on your promise to the advisors, because if you’re not able deliver solid operations and solid service then there’s really very little value that you’re able to provide to those that you serve.
Financial Planning, June 30, 2019