3 C-Level Roles on Multimillion Dollar Advisory Teams

11/13/2019

By Antoinette Rodriguez, MBA

What are the ideal roles on a financial advisory team? FA practices are not much different than more substantial corporations and need the proper structure to thrive. Watch my video to learn more about how these C-level roles and responsibilities fit into a multimillion dollar practice.

Need advice on scaling your business, marketing/business strategy, partnership issues or leveraging your team? Workshop speaker and coach for top FA teams?

Contact Antoinette Rodriguez today for a complimentary consultation.

0 Comments

Your comment will be posted after it is approved.

Blog Author

Antoinette Rodriguez aka "ARod" is the CEO of New York City-based MarFi Advisors, a Million Dollar -level consulting firm and coach to financial and professional service providers.

ARod is also the lead video producer for MarFi Video Production for Independent Financial Advisors.

She has over 35 years of experience in "C" level relationship development and is a former Financial Advisor at Merrill Lynch's New York City then downtown World Financial Center headquarters.

If you want to book a one on one consult with Antoinette Rodriguez, email her here.

RSS Feed