TEAMING WITH ASPIREWEALTH PLANNERS
The concept of teaming is nothing new. Sports teams have been around for over a century. Doctors frequently work in teams, as do attorneys. Teaming has also been implemented for decades in the Financial Services field, yet today it is revitalizing an aging industry faced with a more diverse, tech savvy generation of talent. Perhaps that is because teaming is also a proven way for experienced advisors to maximize opportunities and enhance their practices, and provide new advisors with a strong foundation to help them successfully break into a traditionally tough business.
You’d be surprised how quickly you’ll see the impact of teaming,” says AspireWealth’s Managing Partner, David LaBricciosa CPA. “Behavioral patterns will start to change first, leading to greater productivity levels. Team members begin to think more strategically and create dialogue about why success is happening. Those dialogues help create an environment for more entrepreneurial opportunities.
Our firm’s Managing Partner has a great deal of experience on the benefits teaming creates. David’s former agency had successfully implemented teaming, and he is sharing the same philosophies his previous teams possessed with the teams at AspireWealth Planners.
Teaming allows advisors to excel at any career stage. It helps identify with the unique abilities of each individual and better enables them to use those skills,” Davis explains. “When you’re a sole practitioner, your success actually prevents you from growing because you are too busy trying to manage everything. With teaming, you can focus on what you do best and leverage your time much more effectively.
~ Penn Mutual Leading Edge Magazine