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5 Steps on How to Build a High-Performing Family Advisory Team

Introduction Video: Building a High-Performing Advisory Team

Building a high-performing Family Advisory Team can be a rewarding and challenging endeavor.  

Click to learn about how to have more tools to elevate your current advisors and to ensure you, your family, and your business are best prepared for your future.  


Video 1: Keep the End in Mind

It’s difficult to make impactful decisions today when you don’t have a clear vision for the future.  Most business owners are immersed in the day-to-day operations of their companies.  While that is the very thing that has brought them success, it also limits their ability to look ahead and plan for what comes next.

Watch video 1 of our 5-part video series on how to build a high-performing family advisory team.


Video 2: Align Plan with Values

Aligning your plan with values in your business is a great way to ensure that your team is working towards the same goal. 

Watch video 2 of our 5-part video series on how to build a high-performing family advisory team.


Video 3: Building the Team

Building a successful team for your business is essential to achieving success. It is important to remember that the team you build should be composed of individuals who possess a variety of complementary skills and abilities.

Check out video 3 of our 5-part video series on how to build a high-performing family advisory team. 


Video 4: Communicate Expectations

Communicating expectations with your advisory team is essential to ensure success. In this video, we talk specifically about how we communicate expectations around collaboration to your advisors.

Watch video 4 of our 5-part video series on how to build a high-performing family advisory team. 


Video 5: Holding the Team Accountable

It is important for team members to hold each other accountable for their contributions. To ensure maximum collaboration, it is important to create a culture of mutual respect and trust within the team.

Check out the final video in our 5-part series on how to build a high-performing family advisory team.


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