Client Service Associates (CSA) are an essential team member of the best, and most profitable, advisory firms. The role of the CSA goes beyond paperwork and, when executed properly, is a vital component to building client rapport and fostering long-term client relationships. In this episode of Advisor Talk with Frank LaRosa, the essential elements of managing and leading a successful a CSA are analyzed by Frank and the key strategies for engaging your CSA in fostering business growth are detailed.
