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

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 PartnersEpisode 26: Why Now is the Right Time to Hire