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Teams in Retail Wealth Management

For financial advisors, working as part of a team is more popular than ever, with 55 percent of advisors working within a team-based arrangement. Team-based wealth advice has become an important part of the wealth management landscape. The concept of working in a team environment appeals to advisors in many ways: the ability to leverage different strengths and skillsets to better support clients and grow the business; the discipline that working together brings in terms of setting and achieving goals; and the benefits of a built-in succession plan, where the relationships with clients are more likely to last over time.

With the popularity of teams on the rise, there’s plenty of information about how to form partnerships and make them effective. In this report, we explore how to quantify the benefits of teaming.

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