Onboarding — I Just Started … Set Me Up for Success

It’s more important than ever to hold on to your best staff. Not only is it difficult to grow a firm that is consistently under‑staffed, but when existing staff leave for greener pastures, they often leave your clients anxious. (And
that’s if your clients don’t follow them out the door.) Your clients develop relationships and rapport with your staff. If your staff leaves, you need to be concerned that clients will as well.


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