…My week was great, thank you,” I answered politely and then asked as calmly as I could, “How did you it, sir?”
He gazed at me for several seconds, obviously amused. Finally he replied, “I assume you’re referring to the unfortunate misunderstanding over Ben’s book?”
“Yes sir. That’s exactly what I’m referring to!”
“I just went to the right person, Luke—as you astutely advised.”
—Excerpt from Plateau to Pinnacle: 9 Secrets of a Million Dollar Financial Advisor
Team Structure and Development Coaching Program
This is a highly effective program for existing teams who need more structure, standardization and cross-pollination across their business model. We also use this program for structuring and developing new teams. We have extensive experience in both areas and in both instances, we emphasize the development of a systemized approach, with clearly defined, repeatable processes for every important aspect of the business. This increases team efficiency while enhancing team synergy at the same time. Teams functioning as true teams.
Some of the areas covered are:
- Defining roles and responsibilities for team members using a model that allows the team to capitalize on each team member’s strengths
- Role and responsibilities are broken down into client function based activities, team function based activities and operational procedures
- Client function based: investment management, financial planning, retirement planning, insurance, etc.
- Team function based: strategic planning, client service, marketing, budget management, cost/revenue ROI management
- Getting the team organized
- Begin leveraging the team’s existing book for more referrals, assets and revenue
- Improving the quality and quantity of the team’s referrals with our proven-in-the-trenches Referral Conditioning System & Referral Detective Strategy©
- Establishing & marketing the team’s brand
- Structuring the team’s planning process to increase referrals, assets and revenue
- Developing a structured investment management process & pricing model the team agrees on, believes in and adds client value
- Consistent implementation and troubleshooting