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This Structure Maximizes Advisor Teams' Productivity: Kitces
News March 17, 2025 at 02:00 PM
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What You Need To Know
- A more ideal team structure can outpace the potential productivity effects of technology.
- New advisors need to build the business to a point where they can invest in support staff.
- It's far more effective to have one lead advisor supported by one or two associates.
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