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RJ & Makay

Our view of news, events and human capital trends in the financial services industry.
Tags >> Prosperity Coaching

Lone wolf or team player: advisors face tough choices

Posted by RJ and Makay on May 02, 2011

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altDespite the urging of firm executives, successful investment advisors often resist pressure to work within brokerage teams. Many advisors have spent years building up a successful client base and are reluctant to delegate and share commissions with junior associates.