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A Team Is A Lot Like A Marriage: The advice may sound similar for both unions. But, before you say "I do," make sure it's the best move for you.
- Article from:
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On Wall Street
- Article date:
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July 1, 2008
- Author:
- Degenhardt-Burke, Carri
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Copyright informationCOPYRIGHT 2008 SourceMedia, Inc. This material is published under license from the publisher through the Gale Group, Farmington Hills, Michigan. All inquiries regarding rights should be directed to the Gale Group. (Hide copyright information)
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Just like taking that big trip down the aisle, deciding whether to join an advisor team at work can be a life-altering decision. The right team can lead to good fortune-and a bad one can be nothing but problems. Before you say "I do" at work, make sure it's the right move for you.
Managers often say that the top reason to join a team is to surround yourself with the skills of other members. One advisor may have built a book over the last 35 years but knows nothing about technology. Another may be a chartered financial analyst and certified public accountant but not be adept at finding new clients. These personalities and various areas of expertise allow clients to gain ...