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Finding the Right Team Members for Your Firm

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


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. 

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