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.

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What can advisors learn from the Navy SEALS?

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.


A Discussion on Leadership

Jon Wetz presents retired navy seal, Jon Fussell.

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Did You Know?

  • Top quartile teams manage 4.2 times more AUM per advisor compared to other quartile teams.1
  • That 2/3’s of clients in top quartile teams (58% to be exact) are HNW clients with $2 million or more in assets?1
  • The average Barron’s top 100 team in 2018 consisted of 17 members.2
  • 52% of top quartile teams have specialized roles.1
  • Advisors with $100 million or more in individual AUM are more likely to operate in teams (89% of those with >$500m in individual AUM).1
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1. Source: Investments & Wealth Research -Issue 4, 2017.

2. Barron’s, "Why Teams Dominate at the Top Financial Advisors," 4/19/19.