The first person your clients encounter is the one who answers the phone. It is that first impression that sets the tone for the customer experience and having a successful interaction with a potential client is critical in making sure that call becomes a consultation and eventually a new client.

Consistency is key; training every member of your team to conduct phone calls in the same manor will impress your clients, make them feel comfortable and ready to say YES

An Interview With Jason Hartman for Authority Magazine

Cultivate generational harmony — When there are different generations within the family participating in the business, this can be a wonderful thing. But there can be problems, too. Each generation may look at strategies and tactics very differently. Even general management of things in the businesses can be done differently. The older generation often finds comfort with the status quo while the young want change and adventure.