7 Habits of Highly Effective People, Habit Six: Synergy

This week, we will discuss synergy, as it is described by Stephen Covey in his best-selling book, “7 Habits of Highly Effective People”.

Purposefully creating synergistic relationships, and identifying opportunities where synergy can multiply your efforts, is an extremely powerful tool for your Wealth Management Firm, both within your team, and externally with your COI relationships.