7min chapter

Barron's Advisor cover image

Keith Jacoby: How to Build and Lead a Large Wealth Management Firm

Barron's Advisor

CHAPTER

Building Strong Advisory Teams

This chapter explores the vital role of mission, vision, and values in enhancing team engagement and profitability within advisory teams. It also delves into effective talent acquisition strategies, mentorship, and structured environments that support the growth of new financial advisors in the wealth management industry.

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