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Industry Update: The 10 Characteristics of the Most Successful Teams

The Diamond Podcast for Financial Advisors

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Leveraging a Team's Scale

Successful teams are building their own independent enterprises within the confines of a major firm, if that's where they happen to sit. These big teams are never happy with the status qua with stagnation. They're always possessing a growth mind set. And every team member is aware of these goals and is incentivse to run in the same direction.

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