 From a leadership standpoint, it’s most effective for our different partners to migrate to their strengths as we make sure we’re meeting all our clients’ needs."Partner at Merrill Lynch’s Venture Services Group. |
A Team Is Greater Than the Sum of Its Members
Murray Coleman | Financial Advisor IQ, July 2014
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Summary: Top financial advisors overwhelmingly prefer to work in teams. Of the recently published FT 300 ranking of elite RIAs, 89% are in teams. And among FT 400 advisors — those employed by a large broker-dealer — nearly 86% belong to a team.
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