What words come to mind when you think of a successful advisor branch team? The answers I usually hear include partnership, team, collaboration, communication, positivity, focus, and synergy.
While these characteristics may seem self-evident, they aren’t always easily implemented, especially if you’re trying to break bad habits that may have developed over the years. In a series of posts, I’m going to discuss the three most common problems branches have: lack of communication, differing priorities, and not sticking to the plan. In order to provide the best care and assistance to your clients, your branch should run as flawlessly as possible, so I will also provide tangible action steps to resolve these setbacks.