Too often we find that financial advisors that form teams, often do so with individuals that enjoy doing the same things they do (this is often what brings them together as friends in the first place). However, you don’t need another you…one is plenty. You don’t need your counterpart, you need your counterpoint!

The Constructing a Synergistic Team Toolkit to access the tools needed to align your Team’s roles and responsibilities within the “4 Rooms”.

Access the Toolkit, interactive tools and multimedia library of resources by downloading the CEO Advisor Institute App for iPad.