Tips for Teams Working with Family Enterprise Clients – Boutet on Advisor.ca

When advisors work in arranged teams with complementary skills, they may have developed a charter to define their roles and common goals, a code of conduct for communications, and a method for conflict resolution. They can then draw on these pre-existing structures to deal with any disagreements that arise.

But more often, independent advisors are brought in at different times and aren’t aware of the other advisors who are providing services.

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