Forming An Elite Team

Published Thursday, November 05, 2009

Kansas City: "It seems as though the affluent prefer working with a team rather than a single advisor," said Jack. "I'm curious about your thoughts on teams because I'm seriously considering teaming up with someone in the office." Today, approximately 50 percent of financial advisors are involved in some sort of team arrangement, and the rest are very curious about it. Nearly every time I talk about our affluent or team research, some sole practitioner tells me he is considering either joining an existing team or hooking up with another advisor and forming a team. I often find ...

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Elite Financial Teams is based on two studies commissioned by The Oechsli Institute on how financial teams.

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