The ClientWise Blog

Team Development Exercises for Wealth Management Advisors

Posted by Ray Sclafani on Mar 3, 2016 9:00:00 AM

Successful wealth management is a team concept and not an independent function. In order for the client’s work to get done, you need a team that willingly engages in the exchange of leadership among themselves. Your team should work together in a manner that evokes meaningful contribution, showcases the strengths of every team member, and advances consistent and effective group decision-making.

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Topics: Team Development, team coaching, financial advisor team, wealth management advisors