ORLANDO, Fla. -- Want your firm to be more successful? Consider a team effort. Teams outperform other models, Eliza De Pardo, principal and director of consulting for FA Insight, told a room at TD Ameritrade Institutionals national conference here on Friday.
Revenue growth, profit margins, revenue per professional and AUM per client were all greater for advisors using a team approach outperformed other models, De Pardo said, citing research data compiled by her firm.
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