Take Charge of the Team

You want to be the head coach of your clients' advisors


Working with your clients' other advisors to create a cohesive, highly functional team to offer proactive and holistic advice is how things are supposed to work. But in reality, most clients don't have teams. they have a collection of subject matter experts who are called upon when needed, frequently operating within their area of expertise and rarely collaborating on a proactive basis.

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