What are Wealth Management Advice Teams? (Ep. 23)

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What are Wealth Management Advice Teams? (Ep. 23)

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What is Cook Wealth doing to serve clients better? How are we making sure we can serve the needs of our clients AND making sure we keep top talent on our team as we grow? Historically, the wealth management model has centered around one advisor serving one client. What happens if the advisor leaves the company? What happens if the advisor goes on vacation? How do people get training to become wealth advisors? At Cook Wealth, our Advice Team models include a Senior Advisor, an Associate Advisor, a Planner, and a Client Services Associate. This model allows for growth within roles. It also ensures clients have zero gaps in service and their needs are served efficiently. Listen now to learn: What are Advice Team Roles? What does each role do? How do Advice Teams ensure I have the best service? What is Cook Wealth working on next? Connect with Dave: LinkedIn: Dave McDougall Cook Wealth: Dave McDougall Resources: Linkedin: Cook Wealth Cook Wealth Connect with Jason: Linkedin: Jason Deshayes

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