Building a Trusted Advisor Dream Team
As a financial advisor, you need to make the most of your network and capitalize on opportunities to enhance your practice. One way to do this is by collaborating with professionals from niche industries who share a similar client base. Learn how you can build such a team and open up additional business opportunities.
View this webinar to learn:
- The members of the trusted advisor lineup
- Criteria to consider when building your team
- How to integrate efforts between members