Michael Kitces and John Bowen, CEO and founder of CEG Worldwide and CEG Insights, dive into the data on what makes advisory teams work, how strong teams can help firms attract high-net-worth clients, and how a team-based approach – despite the higher complexity and managerial duties involved – can actually improve the well-being of advisors who are stressed beyond their capacity on their own.

Benefits Of A Team: Scaling, Efficiency, And Better Client Services [04:00]
Teams Rated "Critical" For Business Development [09:33]
Unhappy Advisors And High Turnover In Sizeable Teams [12:20]
Building A Team For Transitioning Out Of Your Practice [14:55]
The Evolutionary Hierarchy Of Team Development From Dysfunctional To High-Performance To Dream Team [19:16]
The Dream Team Framework To Motivate, Engage, And Execute [24:17]
9 Accelerators For Dream Teams To Drive Success [30:28]

Full transcript and resources: https://www.kitces.com/blog/advisory-team-retention-better-fit-capacity-productivity-turnover-john-bowen-ceg/