Being a financial advisor is a challenging full-time job, and managing employees is an additional responsibility. But successful advisors see the value in building a larger organization that can capitalize on collaboration and specialization.
Learn to build a new team from scratch or develop junior talent into rainmakers. We'll help you avoid the classic mistakes advisory teams have made in the past.
Find the right talent
Manage people who hate to be managed
Develop rainmaking skills in junior advisors
Ken Haman
In this program, team leaders will learn how to coach advisors to become rainmakers. Watch this video to get a summary of the program and download the white paper below for more detail.
This program is for team leaders who manage the new business activity of staff members who must perform independently and are resistant to being managed
Gain practical guidance for building an effective business plan that can drive new, profitable growth as well as ensure you're spending your time and resources in the right places
Recognize and address the differences of opinion that will be expressed on a multi-person team and discover insights to align values across the entire team
Podcasts
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