Elite Financial Teams: The 17% Solution

Most of what we read about financial teams focuses on the success stories – the top performers, the paragons of leadership, business savvy, financial acumen and salesmanship. But according to our criteria, only 17% of financial teams fall into this “top performer” category.

That 17% attracts more new $1mm+ clients every year (per senior partner) than their counterparts, solo or team. In addition, the elite teams succeed at retaining and upgrading their existing affluent clients by delivering the full array of wealth management services the affluent want.

BULK discounts available:

25-49 receive 30% discount

50-99 receive 40% discount

100+ receive 50% discount