Skip navigation
PODCASTS

Finding the Right Team Members for Your Firm

Craig Hersch and Patrick Carlson discuss how to assemble a crack team.

Resources

Wealth planning is an increasingly complex endeavor, and no advisor is an island.

Assembling the right team of professionals and support staff to best serve the oft-disparate needs of your clients is essential to success.

In this week’s episode, Craig and Patrick discuss how to identify and secure team members that are right for your firm. 

Listen to the podcast

Browse all of the episodes in this podcast series.

Hide comments

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Publish