The Diamond Podcast for Financial Advisors Industry Update: The 10 Characteristics of the Most Successful Teams
Mar 17, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13
Introduction
00:00 • 2min
What Makes Top Advisers So Effective?
02:26 • 2min
Solo Producers
04:27 • 2min
Top 10 Tips for a Top Producing Team
05:59 • 3min
Taking a Step Back and Working on the Business Instead of in It
08:50 • 2min
Do You Agree With the Notion of Hiring or Bringing in a Non Adviser?
10:26 • 4min
Leveraging a Team's Scale
14:43 • 4min
The Biggest Teams in the Business Are Moving
18:26 • 3min
The Top Teams Are Really Clear Headed About Their Vision
21:32 • 3min
Are You Keeping Your Eye on the Prize?
24:12 • 6min
The Ten Characteristics of a Top Adviser
30:12 • 2min
Is There a Difference Between a No and a Yes?
32:19 • 4min
Wealth Management - 10 Tips for Success
36:45 • 3min