Design a new practice
It has been my experience that advisors are pretty good at building a business utilizing their own skills and talents but their challenge becomes much greater when they try to shift the focus from solo advisor driven focus to team of individuals with different sets of skills and needs. There comes a time when the advisor needs our help to make this transition work and get the best results for their team.
Our most difficult challenge
Our toughest challenge begins with the first step of getting the very busy owner to realize they just because they’re busy doesn’t mean they are being productive and creating any type of a team culture. Self awareness is very important and most often the most difficult step of change.
Optimizing the talent of your team
Good leaders learn to listen and make personal connections with their team but the challenge is to earn their trust and get their buy in by aligning their advancement and the success of the firm together. Good leaders get others to be excited about their opportunity as well as the focus of the business. Being a good communicator and motivator doesn’t matter if your message isn’t seen or understood by observing the actions of the leader themselves. Beliefs and behavior have to align if a team wants to control their own outcome. The behavior of the leaders by their actions alone is the initial and most important influence of the culture of one’s team.Of course, a teams success is established by the focus of the owner and the day to day behavior of the owner as well.
We Understand Your Business
We have worked with all types of teams over the past twenty years. We understand their challenges and their opportunities. We have established a great track record of success as it relates to building a system of growth that is repeatable year after year. The key for us is to get our teams leadership to focus on the actions that create new growth every month and continues gradually to become more impactful every year.
Find The Best Solution
We dont have a pre- designed formula with everyone following the same path because everyone we coach has their own strengths and our job is to utilize those strengths and create new lanes for their team to grow.Why we get such good results is because we ask good questions and the right questions and are patient enough to design their own unique growth plan and then make sure the execute that plan as well as they can. We have nine growth initiatives that we know work and our job is to fit three of these ideas into their daily activities and get results.