CEG_PreeminentAdvisor_Episode_025

The Value of Your Team – The Preeminent Financial Advisor Podcast – Episode 25 Greatness rarely, if ever, results from the efforts of just one person. As an advisor, the people you surround yourself with—your team—play an enormous role in the outcomes you’re currently enjoying (or not enjoying, as the case may be). With that in mind, here’s a research-based look at how advisors view the strength and importance of their teams. Spoiler alert: There are many areas of opportunity for advisors to build better teams—and, by doing so, achieve a much higher level of success. Key Takeaways: - Most advisors see their teams as important to their client acquisition and retention efforts. - Many practices have a collection of smart people, but not necessarily cohesive teams. - High turnover—a problem for many advisors—can be a productivity killer.