For those of you with multiple reps in an office, do you typically collaborate or is it every man/woman for themselves?

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We’ve found clients find it more reassuring when there’s a team approach. Whether it’s a primary and secondary advisor, or an advisor and a financial planner, etc..

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We definitely collaborate across advisors as each brings unique backgrounds and skills to bear.

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Every man for himself but we tell the clients that we work as a group

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We own our own books, don't share revenue and don't compete for the same clients. We have different specialties that we either refer to each other (and the second advisor keeps that revenue or splits depending on line of business and licensing). We also brainstorm and collaborate on cases.

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And how do you split the comp in your team environments?

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Collaboration

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