Join Kirk Hullett, Executive VP / Business Coaching & Consulting, for an inspiring session on transforming your advisory practice through the power of high-performing teams. Based on insights from "The Wealth Management Dream Team Revolution," this session will equip you with the strategies and frameworks to build and lead a dream team that drives exceptional results.
Discover the impact of effective teamwork on attracting new clients and enhancing client service and retention.
Understand the stages of team development, from dysfunctional teams to high-performance dream teams, and how to navigate each stage successfully.
Learn the three key levers—motivate, engage, and execute—essential for building and maintaining a high-performing team.
Explore the nine accelerators that empower advisor-led dream teams and promote a culture of co-elevation and shared success.
Identify common challenges, such as lack of cohesion and high turnover, and implement strategies to foster a cohesive and motivated team.
Embraceco-elevation principles to unlock extraordinary growth and firm value, ensuring every team member contributes to the collective success.
By the end of this session, you will clearly understand how to build and lead a dream team that transforms your wealth management practice. You will be equipped with actionable strategies to enhance team performance, foster a collaborative culture, and achieve unparalleled success. Don't miss this opportunity to revolutionize your practice and achieve extra ordinary results with the power of high-performing teams.