Summary: Many advisors are solo practitioners, running their own business with no other employees. But as advisory teams become more common and advisory firms continue to merge together to build scale, many advisors are finding themselves at the top of a hierarchy, with a number of employees reporting to them. Carla Harris, vice chairman of wealth management, managing director and senior client advisor at Morgan Stanley, had some practical advice for advisors who find themselves in leadership positions.
 Potentially transformative ideas are often found outside the "group think" that comes from a homogenous team, and a variety of perspectives can widen the pool of prospective team members and clients. For instance, you must engage with millennials to bring them into your team."Carla Harris, vice chairman of wealth management, managing director and senior client advisor, Morgan Stanley |
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