Maximum Advisor

Team building, communication, and education are pillars of the conversation in this episode of Maximum Advisor, when host Chip Munn is joined by Tess Kristensen, a Learning and Development Consultant and faculty member at the Fox School of Business at Temple University.  Tess spent over 20 years working for and within large financial services organizations, both in the form of Broker Dealers as well as RIAs. More recently, Tess has transitioned into running her own consulting firm, which helps organizations both in the for-profit and non-profit sectors to learn how to build quality training programs. An organizational team that is created, coordinated, and organized with intention can be the difference between astonishing success and frustrating failure.  Learn how to leverage the creation of educational opportunities and detail-oriented team design in your practice, along with additional important topics such as: How do you know what skills to bring into your team, to ensure your organization is we