Vonnegut: Pieces of an Advisory Dream Team

Summary: You're on a team of financial advisers. You're successful. You know what it takes to find clients and manage their money in a careful, respectful way. In the world of private wealth management--where everything works and nothing works--you repeat your go-to moves over and over again. Yet, you ask yourself: "Do we need a new partner?"  Norb Vonnegut describes a few roles that people play on successful teams.