Advisors aren’t the only critical elements to a thriving practice. Successful advisory firms also use strategies and resources that help boost their teams’ operational efficiency. Join Jason L Smith, CEP, BPC, Founder and CEO of JL Smith Holistic Wealth Management and C2P, as he leads a conversation with his Chief Operating Officer, Rob LaCivita, along with Greg Dillon, CFA, CFP ®, CLTC®, NSSA®, Managing Partner and Head of Wealth Management and Retirement Income Planning at OneTeam Financial. Jason shares the necessary evolution of The Advisor Career Path & Compensation Training program, now known as The Teamwork Movement training, to teach advisors the tools and concepts used by accomplished firms to run their practice efficiently. Tune in to hear about the innovative training methods and processes that help create cohesive, high-performing team environments for scalable success.

Resources

• Outliers: The Story of Success book by Malcolm Gladwell
• EOS Worldwide
• Clarity 2 Prosperity