
Industry Update: The 10 Characteristics of the Most Successful Teams
The Diamond Podcast for Financial Advisors
00:00
The Biggest Teams in the Business Are Moving
Biggest teams in the industry are moving. Despite making plenty of money, they're redibly successful by any measure. They could easily rest on their laurels but aren't looking to grow. Many advisers leverage their business card - morgan stanley, u b s or marylync rockefeller. But best teams make it much more about themselves and create a unique value proposition for clients.
Play episode from 18:26
Transcript


