Jon Wetz, Advisor Consultant, New York Life Investments, presents retired navy seal, Jon Fussell, who highlights some of the headwinds that even the most succesful teams face.
1. Source: Investments & Wealth Research -Issue 4, 2017.
2. Barron’s, "Why Teams Dominate at the Top Financial Advisors," 4/19/19.
The Advisor Advancement Institute is a program within New York Life Investments.