Building a Collaborative Team - Business Planning, the Next Generation

This episode can assist you in building a team approach to your practice with a variety of advisers including fiduciaries, Money Mangers and Insurance Professionals. The vetting methodology, for recruiting team members is quit diverse, but David Specht, special guest millennial marketer, author and top producer, talks about why he recruits singular expertise partners to his team. Remarkable David doesn't participate in product sales, but outsources it to his team members.