INSTANT ACCESS WHITE PAPER:

Best Practices of Elite Teams

How do elite teams achieve their success and happiness? More importantly, what can you do to ensure your team will be in the 17% of teams that can call themselves elite?

In this white paper, created jointly by Cetera Financial Group, Inc. and The Oechsli Institute, you’ll learn:

Practice management techniques that impact team productivity.

Affluent client acquisition strategies that deliver results.

Relationship management skills that increase affluent-client loyalty.

Brand perception
Culture
Fees
Too much oversight/micromanagement
Poor Service/Support