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Team Development (11)
Employee Onboarding for Financial Advisors Beyond “Sink or Swim”
By its history and character, the financial advisory industry is imbued with a Darwinian survival-of-the-fittest attitude. One question though, especially if you are a...
How Financial Advisor Teams Identify and Resolve Conflict: Part II
The following is Part II of this blog post, and is a real-life example, pulled from the ClientWise files (with client approval). To protect the anonymity and...
Financial Advisors: 3 Easy Steps That Integrate Workshop Learning
Have you ever attended a brilliant seminar or workshop that is filled with achievable and beneficial ideas that you’d like to employ…only to return to your office...
Why Mutual Accountability is Vital for Financial Advisor Teams
Twenty years ago, this article was first published in the Harvard Business Review, The Discipline of Teams. Authored by Jon R. Katzenbach and Douglas K. Smith, the...
Financial Advisors/Leaders: Improve Team Delegation. Pass the Baton.
As the leader of a financial advisory team, or as a financial advisory working within a team, effective delegation is a valuable (and learned) skill. Not only does...
5 Collaboration Tools for Successful Financial Advisory Teams
With the arrival of collaboration software, communicating and working together as a team is easier than ever before. Knowing the software that works to your advantage is...
Welcoming New Financial Advisor Team Members: 4 Vital Steps
Adding a new team member to a successful financial advisory team is an exciting and important time. It also can be an opportunity to revisit goals and achievements with...
A Successful Financial Advisor Team is Run from this Legal Pad, but…
...can it continue?
Financial Advisors: 8 Essential Elements to Developing a Great Team
In The Wisdom of Teams, authors Katzenback and Smith define a team as: “…a small group of people with complementary skills who are committed to a common purpose,...
Financial Advisors: How to Train Clients to Trust Your Team
In Patrick Lencioni’s classic business leadership fable, The Five Dysfunctions of a Team, the first dysfunction is the absence of trust. As he aptly notes, trust must...
Extreme Team-Building: Hurricane Sandy Style
In most cases, the financial advisor teams that allocate regular, ongoing time and resources towards the strategic planning process put themselves in the best position...
The 5 Essential Functions of the Financial Advisory Team
Today, the industry is evolving into a new stage of the wealth management model. This evolution is driven, in part, by demographics. As Baby Boomers reach their...