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The Team Edge

244 pages2 hours


If you’ve ever wondered how the Wealth Advisory industry’s top performing teams reached the spots they occupy, look no further—the answer is here. The Team Edge explores how these teams have developed, positioning themselves to operate at a peak level and generate breakthrough growth. Using practical advice, with engaging real-life anecdotes, this guide shares the insights and best practices the author has used to help wealth advisory teams dominate their markets, create raving advocates, and get things done.

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