Attracting and Retaining an A+ Wealth Team

By Debra Taylor, CPA/PFS, JD, CDFA and Steve Gelber
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Horsesmouth Essential: Hiring and managing a talented team can be a huge driver of growth in your business. Here is how one advisor used a combination of goals, education, client contact, and incentives—including a sample quarterly bonus plan—to grow her business 40% last year.

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