As our industry continues to evolve, the need for advisory teams to provide specialization has never been greater. Our practice management team can help you from the build-out of your team to the assessment of it.
We worked with Jon Fussell, retired Navy SEAL, to help identify how financial advisors can benefit from the same mission-critical skills used by our military to enhance the performance of your practice.
1. Source: Investments & Wealth Research -Issue 4, 2017.
2. Barron’s, "Why Teams Dominate at the Top Financial Advisors," 4/19/19.
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