Many wealth management firms have left one level of potential untapped: mastering the power of teamwork.
It is the accomplishments of that team, firing on all cylinders and driving toward a unified vision, that drives phenomenal success. But getting to that level isn't always easy.
It takes building, supporting and nurturing exceptional talent. And developing a structure where teamwork and collaboration become a natural part of the work environment.
That's why we invited one of the best trainers in the industry, John Bowento join us on the show.
His firm, CEG Worldwide, just completed a study of what it takes to build your “Dream Team.”
The “Dream Team Effect,” as John calls it, is one of the key factors that drives success in everything from growth to customer retention to long-term success.
And the impact is tangible when you look closely at the foundations of team dynamics and harness the power within.
In this episode with Louis Diamond, John offers actionable tips for mastering the art of team dynamics, including:
- Why the right team has such a tremendous impact on the bottom line.
- How the various stages of team development should be part of your strategy.
- What key traits should you look for in team members?
- Why relying on “high performers” isn't always the right tactic.
- What those who like to act as a lone wolf should know.
- And, ultimately, the key things you need to know—whether you're an advisor building or managing a team or a business owner looking to take your firm to the next level.
Plus, John shares his proprietary Dream Team framework to get you started—with top-notch graphics, so be sure to check out the video, too. Consider your free coaching session with one of the best in the industry!