When advisers join forces they’re able to capitalize on economies of scale, but forming teams and operating them successfully can be a challenge, according to the first quarter 2015 adviser edition of the Cerulli Edge. Here are a few things researchers at Cerulli Associates say many advisers fail to consider.
I want to extend a tremendous thank you for your dedication, professionalism, hard work and patient demeanor through this challenging time. It was enjoyable interacting with everyone on your team, this certainly helped while dealing with the situation and working towards resolution.