The more successful you become, the harder it is to find relevant strategies to keep taking your business, your team and your results to the next level…..until now.
The Spotlight is your personal invitation behind the scenes of great advisory businesses and there is no cost to subscribe. The program combines candid interviews and access to the tools and resources that have helped other great advisors succeed. Subscribe and we’ll provide you with on-going and unprecedented access to great ideas from successful advisors.
How Successful Firms Structure and Leverage Teams
For the most successful firms, questions of team structure are not only more complex but carry higher stakes. How do you create real accountability, provide career paths, design a culture, structure client service teams, hire and leverage non-advisor management and look forward to a world in which the founders step back? In this Spotlight we tackle all of those questions and more with Pinnacle Advisory Group.
Join Julie Littlechild, Founder of AbsoluteEngagement.com and hear from John Hill, CEO/Senior Partner and Michael Kitces, Director of Research/Partner as they go deep on how one successful firm is structuring and growing an engaged team (and how that changes as they grow.)
The Spotlight: How it works
Attend a virtual event where you will hear, first-hand, from successful advisors and experts about the specific strategies and tactics that have made them successful.
Execute the ideas you’ve heard by logging in to access more interviews and additional resources to help you take action.
Subscribers who are unable to attend the live event will receive access to a replay.
It's intimate, personal and actionable and it’s the only way to get this level of access to some of your most successful peers. As a thank-you for participating we donate $500 to the charity identified by the advisor in the Spotlight. Your participation helps us make a small difference every month.