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.
A Discussion on Leadership
Jon Wetz presents retired navy seal, Jon Fussell.
New York Life Investments Advisor Consultants are ready to help you build and assess your growing team today.
1. Source: Investments & Wealth Research -Issue 4, 2017.
2. Barron’s, "Why Teams Dominate at the Top Financial Advisors," 4/19/19.