Team strategy designed to test emerging leaders

From Pittsburgh Business Times

D.B. Root & Co. includes five adviser teams, one of which he heads. Each has a senior adviser, a planning assistant or analyst, and an administrative assistant. The grooming process makes sure young advisers are trained to work with clients and possibly lead teams of their own as the company grows.

Read the full story in the Pittsburgh Business Times (subscription required)


Subscribe to exclusive DBR & CO updates including market commentaries, timely financial planning tips and more.