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Stand out from the pack

机译：从背包中脱颖而出

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摘要

They have a collection of subject matter experts who are called upon when needed, frequently operating within their area of expertise and rarely collaborating on a pro-active basis. Like all good teams, a client's financial team needs a great leader. The team needs someone to act as head coach; one who will take accountability for the direction of the team and the results achieved by each subject matter expert on the team. Most desirable clients already have a lot of advisors. They have an accountant, a broker, a 401 (k) advisor, an old 401(k) advisor, a banker, an investment advisor, an insurance agent, a life agent, an estate planning lawyer, a business lawyer and so on. In fact, it is entirely possible that your A clients have as many as 20 allied professionals who may be called upon to serve in any given situation.
机译：他们拥有一组主题专家，他们在需要时会被要求聘请，他们经常在其专业领域内运作，很少在积极基础上进行合作。与所有优秀团队一样，客户的财务团队也需要一位出色的领导者。团队需要有人担任主教练；一个负责团队方向和团队中每个主题专家所取得成果的人员。最理想的客户已经有很多顾问。他们有会计师，经纪人，401（k）顾问，旧的401（k）顾问，银行家，投资顾问，保险代理，人寿保险，房地产规划律师，商业律师等。实际上，您的A客户完全有可能有多达20位相关专业人员在任何特定情况下都可能被要求提供服务。

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