10 Traits of Successful Advisory Teams

Understanding markets, the economy and financial planning is vital for any advisor, but that knowledge on its own doesn't necessarily guarantee success. Firms that prosper tend to adopt certain practices to make their businesses run at optimum form so they can best attract and serve clients. Capital Group, which owns American Funds, recently posted an article outlining how top financial advisory teams combine technology, systems and personal expertise to fuel their success. Check the gallery for insights from Paul Cieslik, advisor practice management consultant at Capital Group, into the top traits and best practices shared by thriving financial advising teams that the company encounters.