Tonight is my monthly live Q & A session for Ask Tom Live: Wealth Edition.
Tonight's topic is about establishing the roles and responsibilities for your wealth team. A great (and necessary) tool to do this is the Kolbe A™ Index. It identifies a person's natural instincts.
Put your team’s instincts to the test!
Have each member of your team take the assessment to identify their natural instincts. Knowing your team member’s natural instincts helps you identify the position each team member should fill in your wealth strategy.
Putting your team members in a role that leverages their natural instincts will keep your team members more productive and effective for you and your wealth strategy.