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.
Resources for Building High-Performing Teams
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Team Assessment Guide
Have a blueprint on how to assess your team as a whole and as individuals.
Team Communication Plan
Having a plan on how you communicate as a team is crucial to always being on the same page.
Ethics: Setting Your Standard
Being ethical in the way we operate must be foundational for us to be successful.
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.
Let Us Help You Build a Better Team
New York Life Investments Advisor Consultants are ready to help you build and assess your growing team today.
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
1. Source: Investments & Wealth Research -Issue 4, 2017.
2. Barron’s, "Why Teams Dominate at the Top Financial Advisors," 4/19/19.