Updated Thursday, July 31, 2014 as of 11:48 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
Partner Insights

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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