You will likely have both Internal and External Deliverables Team Members when developing your Best-in-Class Team.

Internal Deliverables Team Members
An Internal Deliverables Team Member is defined as an employee of your business who works internally in your office or on your direct payroll.

External Deliverables Team Members
An External Deliverables Team Member is defined as a member of your team who works outside your organization but is compensated by you or your client and agrees in advance to follow the plans for each meeting in The Three Meeting Process™ and comprehensively provide specific advice and guidance within their narrow area of expertise for every Ideal Client assigned to them. External Deliverables Team Members are fully outsourced independent contractors who could easily be compensated directly by your Ideal Clients (example: fee for service) or could be compensated by you directly (from the compensation you charge clients for your services).
 
Should I consider a blend of Internal and External Deliverables Team Members?
In short, yes. While you could build your Deliverables Team entirely with internal paid staff on your payroll, we recommend you build your team utilizing both internal and external team members.  The "entirely internal" model can work well, but there are some significant disadvantages to consider. Here are some of the advantages of having a Deliverables Team comprised entirely of salaried employees within your business.

Other Creative Options
As always, some financial advisors have crafted some innovative hybrid organizational structures including, among other ingenious arrangements, offering office space to outsourced independent contractor professionals (Tax preparers, Estate planning attorneys, financial planners, Insurance Consultants, Money Managers), in return for a more comprehensive agreement regarding the level of service to be provided Ideal Clients.

We will present an organizational structure which we have seen serve an Ideal Client Community of between 75 and 150 and possessing growth assets up to $400 million in total, depending upon the individual complexities of your clients.  One of the many enjoyable aspects of building your Deliverables Team will be to explore many creative options with each Deliverables Team Member in your quest to provide extraordinary value to your Ideal Clients. 

Teams comprised almost entirely of internal team members on the payroll can work exceptionally well and teams comprised almost entirely of external team members outsourced professionals can also be made to work exceptionally well.

If asked to pick one model over another, having seen success with several models, we would "lean" towards having one internal administrative support person (Administrative Manager) immediately and ultimately two (or conceivably three) total on your payroll, with all The Ten Client Deliverables™ being fully outsourced to external professionals.

If pressed as to why, we would emphasize the swiftness at which a Trusted Advisor, at any skill level, can build a skilled team and deliver an extraordinarily high level of comprehensive financial services if this Module is implemented exactly as presented.