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Ep 40: How to Build High-Functioning Advisory Teams – With Fran Skinner

By The Flexible Advisor | December 29, 2020

What are the secrets to building a diverse, high-functioning team?

To find out, Laura Gregg and David Partain welcome back Fran Skinner to The Flexible Advisor.

As a Co-Founder of AUM Partners, a leadership and talent assessment consulting firm for the financial services industry, Fran explains why moving away from old systems can help you to cultivate a more forward-thinking firm with high-functioning team members.

In this episode, you’ll learn:

Why advisors should consider broadening their recruitment process
Step firms can take to build diversity of thought
How to identify and break down self-made barriers
Two things advisors can do today to help improve their team-building acumen
And more!

Tune in now to discover how you can successfully build a high-functioning advisory team for your firm!

Resources: FlexShares Exchange Traded Funds | Laura Gregg | David Partain | AUM Partners| Episode 26: Why Now is the Right Time to Hire

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