All About Teaming

The allure of the team practice model has grown over recent years. Increasing complexity in the industry, rapid technological and regulatory change, and client demands make it difficult to maintain a thriving and growing practice as a solo advisor. To grow and continue to stay competitive with clients, many advisors are teaming up to share resources and expand their offerings. But there is no one size fits all approach to teaming, and finding the right partner can be a challenge. Despite its benefits, there are many ways a team model can go wrong if not well thought out and established at the onset.

In this webinar we will discuss:

  • The advantages of a team model
  • How to determine if a team approach is right for you
  • How to choose the right partner
  • The three main types of team structures
  • The success factors that ensure a team model functions at its best

A short Q&A session will follow.

Speaker Info

Ben Thelen, VP of Key Management Group

As a former financial advisor, Ben brings an intimate knowledge of the inner workings of a financial practice together with sound practice management principles. He uses this knowledge to hep advisors identify key gaps and opportunities, design practice management systems, and implement solutions to help advisors improve client experience, practice efficiency, and drive growth.

Shennandoah Connor, VP of Revenue Operations

Shennandoah Connor combines over two decades of experience in Revenue Operations and Change Management to educate financial advisors on best practices for achieving efficient, sustainable, and scalable growth. She has been a featured guest on the Quantum Growth for Financial Advisors and Get Ready Money podcasts as well as a speaker for Women In Finance, SXSW Interactive, Global Women in Energy Leadership Conference, Society for Marketing Professional Services, and others.