Think "Inclusion" to Build Teamwork

Think "Inclusion" to Build Teamwork

by David F. Smith, Ph.D., CFP®  Journal of Financial Planning – February 2018

GETTING THE RIGHT work done the right way is crucial to every financial planning practice—and it requires teamwork. A practice leader, office manager, or lead planner who builds a high-quality social exchange relationship with each team member individually will benefit from having high-performing individuals and a high-performing team.




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