Business Capital: The Art of Leading a High-Performing Group

There is both a science and an art to functioning as a wealth advisor. Most, if not all, wealth advisors have the technical know-how to serve their clients – that’s the science of it. The art refers to orchestrating the efforts of disparate experts into a coherent approach that serves the family client and, in the long run, the team of wealth advisors, too. The Optimal Advisor goes beyond coordinating the activities of others. The Optimal Advisor exercises leadership that provides focus and direction to the range of experts. This kind of leadership respects the talents of others and at the same time shapes the team of advisors into a high-performing group. If there is an art and a science to this work there can also be said to be a rational and an arational dimension. The complexities of the work sometimes yield to hard work and rational analysis and at other time there are “shadow side” complications – competition, turf and the politics of self-interest. The Optimal Advisor is prepared to deal with these realities.