Building a collaborative team
By Steve Savant
This video blog can assist you in building a team approach to your practice with a variety of advisors, including fiduciaries, money managers and insurance professionals. The vetting methodology for recruiting team members is quit diverse, but David Specht, special guest millennial marketer, author and top producer, talks about why he recruits singular expertise partners to his team. David doesn’t participate in product sales, but outsources it to his team members.
I interview millennial marketer David Specht, CFP, one of the top revenue-generating advisors of the next generation of fee based planners. David's articles have appeared in The New York Time, Business Week, Family Business Magazine and Farm Journal. He has also earned a degree in business management, as well as a master's in tax and financial planning.