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How Focused Marketing and Top-Tier Advice Doubled Erin Scannell’s AUM to $4B in Just 4 Years

Between Now and Success

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Building Efficient Teams in a Hybrid World

This chapter explores the critical roles involved in managing a firm, emphasizing effective time allocation and the necessity of a supportive workplace culture, especially in a post-COVID hybrid environment. It highlights the journey of transitioning from personal client service to a specialized team approach, addressing challenges and benefits while maintaining strong connections with both clients and team members. Through discussions on team-building activities and the importance of specialization, the chapter underscores the evolution of a business towards delivering higher-quality client services.

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