Cetera White Paper


June 2013  
How Do Elite Teams Generate
2X More AUM?
Is your team operating at elite level?  How do elite teams achieve their success and happiness? More importantly, what can you do to ensure your team will be in the 17 % of teams that can call themselves elite?

In this white paper, created jointly by Cetera Financial Group, Inc. and The Oechsli Institute, you’ll learn:
  • Practice management techniques that impact team productivity.
  • Affluent client acquisition strategies that deliver results.
  • Relationship management skills that increase affluent-client loyalty.

Get your copy of Best Practices of Elite Teams today.

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