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Team Development (7)
Financial Advisory Teams: Rules and Structures for Partnering Together
What are your financial advisory team’s rules and structures for successfully partnering together? When you’re just starting out and your financial advisory team...
What’s Your Strategic Employee Onboarding Plan?
For the vast majority of financial advisors, building a business begins with anything but a strategic growth and onboarding plan. They start out as a jack-of-all-trades;...
10 Guidelines for More Productive Employee Development Conversations
If you’re like most advisors, you probably meet with individual team members on an annual or quarterly basis to provide performance feedback. These evaluations are...
Interdependence – The Secret Sauce of Successful Teams
Successful wealth management is a team concept and not an independent function. In order for the client’s work to get done, you need a team that willingly engages in the...
Better Understanding Your Financial Advisory Team...
Many financial advisors come to ClientWise seeking the partnership of a coach as they go through the process of growing their teams. While they may need help with the...
How Strong Is Your Team?
A true team is a group of people who are fully committed to mutually defined and extraordinary success of the group as a unit, and hold themselves mutually accountable...
Your Financial Advisor Summer Checklist
Summer provides an excellent opportunity for financial advisors to work ON their businesses in addition to working IN their businesses. While many of your private...
You May Be Unknowingly Contributing to Team Unhappiness: How to Fix it
What is the biggest threat to your team members’ happiness and engagement? You might presume it’s their feelings regarding their compensation, or perhaps perceived lack...
Who’s in Your Room?: The Importance of Who's On Your Team
I recently read a book by Stewart Emery, Ivan Misner & Rick Sapio, called Who’s in Your Room? It essentially asks the question: What do the people you keep around say...
Build an Advisory Team: What is Common Intent And Why is it Important?
A commonality amongst all teams is the need for a leader who exhibits CEO-like behaviors. What ClientWise has discovered in our team-focused coaching approach is that,...
Part II: The Time is Right (Enough) to Team
As I mentioned in Part I of this blog, there are several reasons to start a team. Perhaps you’ve reached a point where your production has plateaued and you need to make...
Part I: The Time is Right (Enough) to Team
Sort of like starting family, there is never a "good” time to start a team. It will always take more time, attention and energy than you feel you have to give; but, if...
3 Essential Productivity Strategies for Wealth Management Teams
Time is the ultimate equalizer, and an important topic for financial advisors to consider when looking at their practice management. According to a recent study, the...