Team Building For Financial Advisors : How To Grow Your Client Base As A Financial Advisor: Financial Advisor Team Agreement (Paperback)

Like all professionals, financial advisors may have blind spots when it comes to their customer service. One study said that clients are more willing to consolidate their assets with a team and that teams retained their most affluent clients longer and had clients with more assets. Financial advisors had higher productivity working on a team: assets grew at an 11 percent higher rate than those managed by sole practitioners and revenue was 17 percent higher.

This book takes you inside some of the highest functioning teams in the industry, uncovering the best practices that fuel success. Start, tweak, or rethink your own team by learning how to:

-Select the right structure
-Agree on a team vision and a plan to achieve it
-Define individual roles and responsibilities
-Retain top performers through thoughtful, results-based compensation
-Save time and effort by crafting efficient processes for every key task
-Catapult revenue with wealth-management offerings that clients will pay a premium for
-Expand your practice with great marketing

By implementing effective team-building strategies and building a highly functioning team, you'll gain more affluent clients-and serve them better-than you ever would alone.