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As you look out over the next 10 years, what do you see for yourself, your team and your clients? What are the key elements that will inspire engagement in your team and motivate them to do their best work?
To help advisers find those answers for themselves, I co-created a survey with Julie Littlechild from Absolute Engagement with the aim of determining specific elements that motivate and engage teams.
Kelli Cruz is a Financial Planning columnist and the founder of Cruz Consulting Group in San Francisco. Follow her on Twitter at @KelliCruzSF.
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