Nerd's Eye View Podcasticles
Nerd's Eye View Podcasticles
Podcast Description
Analyzing data on advisory teams and scaling advisory firms.
Podcast Insights
Content Themes
Focuses on optimizing advisory team dynamics, understanding the needs of high-net-worth clients, and strategies for advisors to differentiate themselves in the market, with episodes diving into team functionality, the complexities of advisory management, and the essentials of client-advisor alignment based on extensive research data.
Analyzing data on advisory teams and scaling advisory firms.
Michael Kitces and John Bowen, CEO and founder of CEG Worldwide and CEG Insights, dive into the data on what makes advisory teams work, how strong teams can help firms attract high-net-worth clients, and how a team-based approach – despite the higher complexity and managerial duties involved – can actually improve the well-being of advisors who are stressed beyond their capacity on their own.
https://www.kitces.com/blog/advisory-team-retention-better-fit-capacity-productivity-turnover-john-bowen-ceg/
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