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Ep 370: Leveraging Google Reviews To Generate Inbound Local Prospects with Tim Goodwin

Financial Advisor Success

CHAPTER

Evolving Team Structures in Financial Advisory

This chapter examines the transition of a financial firm from a traditional team model to a paired approach amidst growth challenges and associate departures. It discusses strategic decisions regarding client minimums, management fee structures, and the careful communication necessary to maintain client relationships during transitions. Emphasizing the importance of advisor capacity and workload balance, the chapter highlights tools for monitoring team well-being and enhancing client service quality.

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