Image For Activity Cover
Conversation Circle - Advisor Capacity & Team Structure
Conversation Circle Information

At the various stages of growth in our practices, we will all face a headwind, capacity. How many clients can we serve successfully and in what role? This conversation circle will ask the questions and open discussions around what your capacity is, starting as a solo advisor and then evolving the conversation towards the boutique to larger teams, and what those team structures look like. How best can you structure your teams for your firm to handle more capacity and do so efficiently? For the already established teams or aspiring-to-grow teams, let’s talk about your team structure and the roles, responsibilities, and capacity for each.

Moderators: Bradley Hilton
Audience: Everyone
Availability: Registration Required
(27 seats available)
Location: Online Meeting
Date / Time: Mar 21, 2024 1:00 PM - 2:00 PM EST
Cost: FREE
Credit Offered:
No Credit Offered
Powered By