https://www.pricemetrix.com/when-building-a-team-date-like-mad-before-you-get-hitched/

PriceMetrix

When Building a Team, Date Like Mad Before You Get Hitched

November 12, 2015 // Financial Advisor IQ

Advisor teams are gaining in popularity, among advisors and customers alike. But they make sense for FAs only under certain circumstances. Without a good, thoughtful and well-articulated plan for the smooth operation of the team, things can get messy. And clients can be lost — forever — in the fray.


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