Building and nurturing a team will allow an advisor to expand services to existing clients and pursue more clients resulting in a bigger and happier clientele.
Over her 33-year career as a financial advisor, Christine's team grew from sharing an assistant with 3 other advisors to a team of 6.5 plus herself. She believes her practice would have plateaued at about 20% of her final practice (revenue and assets under management) if she had been unwilling to build a team and delegate. Early in her career the team gave Christine the time to pursue new clients, as well as develop services and processes. Late in her career the team allowed Chris to work less and provided her with successors upon retirement.
Building and nurturing a team will allow an advisor to expand services to existing clients and pursue more clients resulting in a bigger and happier clientele.
Over her 33-year career as a financial advisor, Christine's team grew from sharing an assistant with 3 other advisors to a team of 6.5 plus herself. She believes her practice would have plateaued at about 20% of her final practice (revenue and assets under management) if she had been unwilling to build a team and delegate. Early in her career the team gave Christine the time to pursue new clients, as well as develop services and processes. Late in her career the team allowed Chris to work less and provided her with successors upon retirement.
Strengthen and unify your Financial Advisor Team Teams are the principle building blocks of the strategy of successful organizations. The focus of your organization may be on service, quality, cost,...
A financial advisor is a consultant who provides advice regarding financial matters to either individual clients or global conglomerates. They guide the clients on the basis of the client's financial...
DIY Financial Advisor: A Simple Solution to Build and Protect Your WealthDIY Financial Advisor is a synopsis of our research findings developed while serving as a consultant and asset manager for...
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