It's been a recurring theme in my recent conversations with advisors that they feel like they have a great team, but they feel like they could be doing more, or something different or better, but oftentimes they're unable to fully articulate what the underlying cause or concern is. I believe these advisors are recognizing that their team members are fabulous executors, order takers, task completers...but are stuck in a perpetual reactive/defensive role versus a proactive/offensive role.
