Financial Services Insights on team building topics for Financial Service Advisors, Sales Associates and Service Associates. Will include topics such as Delegating, Handling Employee Issues, etc.
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Financial Services Professionals are not having the right conversations, with the right team members, at the right times. In fact, most Financial Services Professionals don't hold regular meetings of any kind with their team.
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Take a moment and think what would happen if, for some reason, you weren't able to work for the next three weeks.
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In a little less than a month, winning baseball teams from across the states will be participating in the College World Series. As we watched the teams compete for their spot, we began to think about the structures in baseball that allow teams to excel. In doing so, we identified six structures that financial service industries need to allow their teams to excel.
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In most financial services businesses, training consists of information on products and services and the advice to watch and copy the experts; do what I do and you'll be fine. Most new employees are put in a sink or swim scenario.
Experience is the best teacher, right? Yes and no. Experience is vital in the learning process, but the type of experience will make a world of difference. |
Benchmark Business Group, LLCBusiness Brokerage Services
Insurance and Financial Advisor Coaching
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2409 Grand Avenue, Des Moines, IA 50312 |
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520-775-3399 |
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North Carolina |
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