In today’s episode, we’ll tackle the barriers that often lead team leaders to shy away from weekly meetings, and how we can transform these gatherings from dreaded time-wasters into vital, engaging conversations. We’ll discuss key strategies for ensuring these meetings are concise, productive, and most importantly—exciting! You’ll learn about setting clear agendas, keeping meetings on track, and how to create an atmosphere where every team member feels empowered to share their ideas and learn from one another.

Tools for this episode: https://advisors.to/content/uploads/Tool-Chapter-5.pdf

Advisors often find themselves in the fast-paced world of sales, where processes and administration can easily fall by the wayside. But what if I told you that by treating your practice like a business, you can achieve smoother operations and enhanced efficiency? The input of one person is the output of the other. A Best Practice for Team management is creating a Team Manual.

In this episode, we’ll explore Team Roles and Responsibilities, Administrative and Communication Processes, Client Segmentation and Service Processes, and Utilizing your client service manager and contact information for resources.

https://advisors.to/content/uploads/Tool-Chapter-8.pdf

In today’s episode, we dive deep into the power of Annual Client Progress Reviews.

https://advisors.to/content/uploads/Tool-Chapter-11.pdf