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How to structure a financial advisory team

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Home In Depth Special Reports Help wanted How to structure a financial advisory team

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How to structure a financial advisory team

April-Lynn Levitt, a coach with The Personal Coach, discusses the three main team structures for financial advisors. She highlights team models associated with the highest books of business and customer satisfaction, and gives tips on how to build a successful team for your practice.

  • By: Fiona Collie, April-Lynn Levitt
  • June 23, 2015 November 9, 2019
  • 14:30
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Fiona CollieApril-Lynn Levitt

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