A Free Coaching Session on How to Build the Dream Team

Transition of the Week

Why it Matters: This move shows the extent to which the landscape has evolved for sophisticated wirehouse teams. In years past, such advisors likely would have opted for the stability and brand name of another wirehouse or the freedom and flexibility of the RIA/independent space. These days, mega-teams are just as likely to go to another wirehouse as they are to launch an independent firm as they are to move to a regional firm like Ameriprise. And many regional firms, including Ameriprise, Stifel, and RBC, offer deals that compete with or, in some cases, exceed the wirehouses.

It’s incredible how much power there is in having the right team in place.

Yet, many advisors and business owners fail to realize what it really takes to find, build, and nurture the key players so that they can work in unison toward a common goal.

That is to build and grow the business.

So we invited John Bowen, the CEO and Founder of one of the industry’s leading coaching firms CEG Worldwide, to shed some light on the topic in this week’s featured podcast episode.

John and his team have access to extraordinary data that serves as the framework for his series on Mastering the Dream Team Effect. In this special episode (available on our podcast channel and as a video on YouTube), John shares the key attributes of a Dream Team and how the right collaborative group can positively impact your bottom line.

It’s an important conversation with interesting data backing up John’s assertions. This is one episode that’s like getting a free coaching session with one of the stars of the industry—so be sure to listen or watch for actionable advice and information.

Plus, this week’s featured article, originally published on WealthManagement.com, explores the question: “Should I consider moving with a friend or colleague?”

It’s a fairly common scenario: You mention to a colleague that you’re considering a move, and they’re excited to share that they are, too!

But is the excitement enough to jump on the idea and explore together? Read on to discover when it might be a good idea and when it’s likely not.

Lots to keep you busy as we watch the summer days fly by.

Keep learning and growing,

Mindy Diamond

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