What's the Better Client Advice Method – The Team Approach or the Personal Touch?
September 20, 2016
More and more advisors are choosing to work in teams with their clients. Some research indicates 55% of advisors work in some kind of team-based arrangement. But what do you prefer? The strength of the group or the personal touch?
|Teams: More professionals on the account is more brain power and better decisions for the client.|
|One-on-one: It's more personal and better for relationship-building and trust.|
- September 20, 2016 Advisor Teams Can Be a Win-Win for FAs and Clients