Elite team leaders are invaluable to a team. Quite frankly, it’s virtually impossible to have an elite team without such leadership. These elite teams acquire 3xs the new assets per advisor than non-elite team advisors. They are meeting all the criteria our affluent research identified as important in the advisor-client relationship. If that isn’t enough, these elite teams are excelling in each of the 15 performance factors identified in our previous elite team research (clarity of roles & responsibilities, following a business plan, delivering comprehensive wealth management services…, to list a few), whereas the general population of teams are not. Here are the top 7 must have skills of an elite team leader.
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