Total Teamwork – Begins Nov 7


Financial Teams do not achieve elite status by accident. Take your team to the next level by modeling the best practices of today’s Elite Teams. It takes a concerted effort and a focus on the 15 Performance Factors consistent within the Elite Teams we researched. We studied 1,350 teams from all channels; wirehouses, regional firms, Independents and RIAs – and have consolidated their best practices into this 4-part webinar series. Group rates: 2 = $445/person, 3 = $395/person, 4 = $345/person, 5+ = $295/person


Session 1: The Leadership Factor within Elite Teams

  • Communicate your vision
  • Inspire and direct team performance
  • Delegate properly and inspect what you expect
  • The art of solving problems and correcting mistakes

Session 2: The Elite Team Business Development Plan

  • Create a business plan that serves as your team’s critical path
  • Communicate your business plan and get buy-in from every team member
  • Fully monetize existing client relationships
  • Acquire new affluent clients as a team effort

Session 3:  Manage Your Team Like a Business

  • Develop clear roles and responsibilities along with written procedures
  • Establishing performance expectations and compensation agreements
  • Host effective team meetings and offsites
  • Conduct win-win performance reviews

Session 4: Client Loyalty & Your Wealth Management Process

  • Exceed affluent client expectations
  • Deliver comprehensive wealth management (expanding products and services)
  • Develop a commitment to service excellence (consistent client experience)
  • Engage NextGen clients as a team