CEG_PreeminentAdvisor_Episode_058

Is Your Team Clear About Their Roles? Are You Sure? As your team grows, defining the roles and responsibilities your team members have is more than just helpful—it’s crucial to be able to maximize the success of your practice. But how you do define the right roles for each member of your team and ensure those team members have excellent clarity about their roles? For answers, we reached out to Kirk Hullett, CEG Worldwide’s managing principal of team solutions. For more than three decades, Kirk has guided elite financial professionals to transform advisory teams into high-performance engines.