Podcast

ARE YOU MAKING ONE OF THESE 10 MANAGEMENT MISTAKES? Set Up the “Monster” Succession Opportunity Structure your teams for the modern age Steve Good has dedicated his career to empowering the next generation of financial advisors. Currently the Director of Practice Development for 1847Financial, Steve…

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ARE YOU MAKING ONE OF THESE 10 MANAGEMENT MISTAKES? Leading From the Front Nash Subotic of WestPac Wealth Partners on Culture, Training and Blue Ocean Strategy Nash Subotic, CEO and the driving force behind WestPac Wealth Partners, has spearheaded the creation of an admired financial…

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Top Team Mistakes to Avoid – Take the Survey! Cracking the Code for Rapid Team Growth in Financial Services As a leader of a financial services Firm with sales team/s, you are constantly focusing on ways to grow without significantly increasing your bottom line. With…

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Top Team Mistakes to Avoid – Take the Survey! How Symphony Financial Scaled Their Billion Dollar Sales Team Keith Spengel, CEO and Private Wealth Advisor of Symphony Financial’s Ensemble team within the Northwestern Mutual Private Client Group, takes professional superpowers seriously. During the past 33…

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Top Team Mistakes to Avoid – Take the Survey! Bob Bolt and Symphony Financial: Amplifying Opportunity and Profit with Teams Bob Bolt is an experienced Partner and Private Wealth Advisor who knows uncertainty all too well. In 2009, a series of events – the unexpected…

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Top Team Mistakes to Avoid – Take the Survey! TEAMING: The Financial Services Secret to Sustainable Growths How to Make it Work During my research on independent Sales Teams inside Life Insurance and Wealth Management Firms, I reached out to Scott Trammell, Executive Vice President…

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Top Team Mistakes to Avoid – Take the Survey! Money, Ego, Feelings: How to Build and Grow High Performing Sales Teams In 2020 McKinsey released their Agent Insights Survey, which reinforced what high producing Life Insurance Teams already know: Teaming works. The data they collected…

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Top Team Mistakes to Avoid – Take the Survey! How to Get a 99.8% Client Retention Rate Prosperian Wealth Management Has the Playbook   Few Wealth Management and Life Insurance Firms have built high growth, streamlined, hyper-productive Teams like Prosperian Wealth Management.  The proof is…

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TAKE THE QUICK TEAM ACCELERATOR QUIZ 5 Surprising Traits of Google’s Highest Performing Teams How do your teams score? Google thought building the best teams meant recruiting the brightest minds with ivy-league credentials. They were wrong. Hand it to Google to deep dive into analytics…

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https://player.vimeo.com/video/692274071?h=cf9ceca195 Winning the Talent War Compensation Strategies Biotech Uses to Attract & Retain Top Talent Keeping up with hiring trends takes constant attention, research and creativity.  Based on anecdotal evidence, it appears that comp is king! I checked in with Mike Esser, Managing Director with…

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