Success Is a Team Sport

How to Build an Effective Team for Success

You can’t do this by yourself. You need a team. Even if the team is just you and a part-time person.

This seems like a no brainer, right? So, how come so many people get it wrong?

Too many financial advisors hire bodies to do the menial work of the business. Too few hire effective people to be part of their team.

Think of running your business like you are playing a team sport.

Your primary role should include “rainmaker”, “closer”, “presenter”, “relationship manager”, “planning and product expert”, etc. Somebody else should be doing the rest. Your team members should not be clones of yourself. They should be people who can fulfill the duties that you shouldn’t be doing and do them better than you can do them.

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