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Ep 341: Bolstering The Quality Of Advice By Deliberately Rotating Advisors For Each Client With Thor McIlrath

Financial Advisor Success

CHAPTER

The Importance of Having a Team Approach in a Rotating Advisor Framework

"I can't just be the only face that client see anymore if i'm going to grow right," says Schwab. "We really want to turn this into a team approach but moving forward we really want to turned this into ateam approach" The company is now working with more than 1,000 clients across Europe and North America.

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