Every Monday, at my firms weekly planner meeting, we spend several hours discussing financial planning theory, individual cases, investment strategy and other important issues for our business. These meetings have been in place since early in the firm's 30-year history, but as our firm structure has evolved, we've also adapted this team approach to use in day-to-day operations.
Our planning sessions are now structured so that our advisors team up with a second CFP to deliver more robust advice. I believe that clients are receiving better advice because of the second and third opinions generated by the idea sharing in these more robust planning teams -- and I think that my firm benefits as well, for a variety of reasons. Here are a few of them.
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