If crafting a dynamic value proposition was easy, every financial advisory team would have a great one. Unfortunately, only a small percentage of advisory teams
Many financial advisory teams find the task of creating a value proposition to be a paradoxical challenge. On one hand, nearly all teams recognize the
Team Best Practices: Leadership An essential Team Best Practice is having strong leadership within a team. The irony about this is that most advisors have
One of the discussion topics trending on Wall Street today is the fate of the Department of Labor’s fiduciary rule. Implementation of the rule was
Frequent structured team communication is a quality that top producing teams possess. One of the best things about being on a team is the ability
When is it time to add someone new to your team? Dave Mullen, the founding partner of Altius Learning offers tips on deciding when to
The migration of solo advisors into advisor teams picked up momentum in the 1990’s when research revealed advisory teams scored higher in key performance metrics
In the 1980’s and early 1990’s, the financial services industry was largely transactional in nature with most advisors focused on selling as many products as
One of the primary ways wealthy people find financial advisors is through professional referrals, specifically CPA’s and attorneys. A survey of financial advisors revealed that