From Chaos to Clarity

Willis, Gloria
July 2007
Advisor Today;Jul2007, Vol. 102 Issue 7, p67
Trade Publication
Case Study
The article presents a case study on a 22-year industry veteran sales agent's change in leadership to save her declining business. She has been running her business by herself, rather than with her company's help and found out that her revenue was declining and her retirement is near. Thus, an outside consultant has been hired to help her save her business. She eventually learned that her agency and team were in trouble after an individual interview was conducted to her team members.


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