Top 10 attributes of ‘elite’ retirement advisors
October 22, 2014 by Marlene Y. Satter
To come out ahead in the retirement business today, there are 10 attributes that advisors and service providers need to demonstrate. These same attributes are associated with leadership, stewardship and are critical to an ethical decision-making framework.
So says Don Trone, founder and CEO of 3ethos, a Mystic, Connecticut leadership consultancy. Trone has co-written a book on leadership with Mary Lou Wattman, “LeaderMetrics: What key decision-makers need to know when serving in a critical leadership role.”
Originally Posted at LifeHealthPro on October 16, 2014 by Marlene Y. Satter.
Categories: Industry Articles
