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Building Success by Building a Team

What’s Working Now: After a dozen years in the business, James Hofmann has been named as a Forbes “Best-in-State Wealth Advisor.” He credits taking advantage of opportunities to build a team that is oriented toward providing excellent client service.

Making Great Hires: 4 Ways We Use the DISC Assessment to Pick the Best Team Members

At Taylor Financial Group, we use the DISC assessment, a personality test, to learn whether potential candidates will fit well in a given role and within our team culture. Check out these examples of how the test helped us make some excellent hires.