Modern Teaming
Build teams with intention
Teaming isn't always about doing more—it's about focusing on what matters most. With strategies like the 4 B's framework, our Modern Teaming program helps financial professionals build flexible, dynamic, and scalable teams to increase personal fulfillment and deliver superior client experiences.
of clients expect more comprehensive planning advice1
of advisors plan to retire over the next decade1
of advisors operate in a team-based structure2
Video: Unlock a better version of your practice with Modern Teaming
Grow your team and its capabilities—beyond just adding headcount—by leveraging expertise and resources. This short video offers a glimpse into how our dynamic Modern Teaming approach can help you enhance your practice.
Whether you're starting or joining a new team or looking to optimize your current one, T. Rowe Price's modern teaming program is right for you.What if the promises of teaming were true? More scale, more services. More clients, more AUM, more productivity. But imagine you could go beyond more and also deliver a better client experience by focusing on doing the things you're passionate about and less on the things you aren't? Well, there is a way.
A fresh new perspective on why and how to build teams. It's called Modern Teaming. Modern teaming leverages a 4 B’s framework—borrow, blend, buy, build—to help close client gaps and build the team designed to meet your goals.
It's dynamic, flexible, scalable, and nimble, intended to make the benefits of teaming available to you when you need them most. No matter where you are in your teaming journey,modern teaming can help enhance growth, increase efficiency, and elevate your client experience.
Visit troweprice.com/modernteaming or reach out to your T. Rowe Price representative to learn more about modern teaming.
Meet the moment with a dynamic approach to teaming
Financial professionals face mounting challenges as clients continue to demand more services and better experiences. Start transforming your practice today with these interactive resources.
Interactive workbook
Use this actionable, interactive journey on its own or as a companion to the presentation.
Presentation deck
Host a workshop for your team, or use the presentation as a standalone tool to dive deeper into strategies.
Rally around purpose
This handout guides you in defining a clear, meaningful purpose statement that inspires, motivates, and aligns your team.
Program guide
Support your Modern Teaming strategy with this outline of the program's tools and resources.
Gain more insight into Modern Teaming
How dynamic teams can help you and your practice flourish
Help your practice flourish by building flexible, dynamic teams that enhance client experiences, boost growth, and free you to focus on the work you love. The Modern Teaming approach is tailored to your unique goals, helping you scale efficiently while doing more of what drives your passion.
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Contact us
Learn more about how we can help you, your clients, and your practice succeed.
Broker-Dealer, RIA, and Regional Bank
800.564.6958
AdvisorServices@troweprice.com
Variable Annuity
855.829.5343
VA_Sales_Desk@troweprice.com
1Cerulli Associates, U.S. Advisor Metrics, 2022.
2Cerulli Associates, Top-Performing Teams, 2024.
3The Cerulli Edge. U.S. Advisor Edition 2Q. 2022
202503-4170233
