
Shirl Penney on the 10 Things Elite Advisory Teams Do Best
Barron's Advisor
00:00
The Special Sauce and Outsourcing the Rest
Half of the firms that we serve have at least part of their business that specialize. On average, we've run the numbers of the last couple of years, those firms are growing 20 % faster than their peers who don't specialize. And yes, on your next point, you were talking about the differentiated and repeatable service model. So tell me a little about what's required to have a repeatable servicemodel. What are the ingredients? We're seeing a lot of creativity around a client engagement with unique events that maybe the client wouldn't have normal access to. Whether it's o next week, i'm headed off to the kentucky derby with a number of our advisers, with
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