Top tips for great adviser teamwork

Adviser teams that last usually have several things in common, such as a shared investment philosophy, clarity on who's accountable for which client and a passion to continuously improve, say Alex Williams and Peter Rukeyser, advisers with UBS. Other keys to great adviser relationships: Healthy give-and-take debriefing after a client meeting, an equal split of fees and having a regular procedure to sort through conflict.

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