Updated Thursday, April 24, 2014 as of 9:24 PM ET
Practice - Practice Management
Editor's Note: Teaming Up for Small Business
Financial Planning, On Wall Street, Bank Investment Consultant and Money Management Executive
Monday, April 1, 2013
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There is no "i" in team, the old saying goes. (Nor in success or planner, for that matter.) Many smart, take-charge professionals like planners know that building a group of experts often best serves a client who's an entrepreneur. It's the opposite of groupthink - what I like to call teamthink. The highest-level expertise is what's called for, and there are few planners who can be all things to every client, especially a business owner who may have especially complex needs.

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