Top 10 Tips for a Top Producing Team

Team comes in all shapes and sizes, but i would still say it's a single adviser with one or two team members, that's still a team by definition. I think teams are important across the industry when r i a are independent business. They really do look at themselves as business owners, as entra prunors. And they take time to step away from the office and either have a moderated discussion through a coach or consultant,. maybe they take an afternoon once a quarter to talk about the business.