By Antoinette Rodriguez, MBA
In our consulting practice, we talk at length about the importance of specific roles and responsibilities on Financial Advisory teams.
Just as important as the specificity of the role, is to understand the yin and yang of personality types. As weaknesses generally arise from strengths, and all the roles are needed to make FA teams productive, it’s also important to understand the pros and cons of each personality.
Just as important as the specificity of the role, is to understand the yin and yang of personality types. As weaknesses generally arise from strengths, and all the roles are needed to make FA teams productive, it’s also important to understand the pros and cons of each personality.
In our latest blog video, I describe the 4 common (and necessary) personality profiles generally found on FA teams including the:
Watch the video above to learn more.
Would you like more tips on developing your staff? Contact MarFi Advisors for a complimentary consultation
- CEO: This role is mainly filled by a Senior Financial Advisor with a director-type personality. They can be good delegators, and/or rainmakers.
- COO: This role can be filled by an Investment Associate. This person will likely have good attention to detail, accuracy, and completion. They may also have “sufficient enough” people skills.
Watch the video above to learn more.
Would you like more tips on developing your staff? Contact MarFi Advisors for a complimentary consultation
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