The million-dollar financial advisor team : best practices from top performing teams
David J. Mullen, Jr.
Introduction -- The case for teams -- Forming a high functioning team -- Create a vision -- Assigning roles and responsibilities -- Performance reviews and measurements -- Team compensation -- Team communication -- Best practices for hiring -- The product : a world class offering -- Building a marketing division -- Developing processes -- Team leadership -- Highly functioning team case studies -- Appendix A: Team best practices checklist -- Appendix B: Process gap analysis form