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Are you applying the best practices of top-performing teams?

Do all the members of your team understand the main business objectives for the year? Are roles and responsibilities clear? Is communication flowing smoothly? Is your team culture positive? Confidently answering 'yes' to all these questions isn't always easy, because team dynamics can be quite complex.

Our team resources can help, no matter what role you play on a team. You’ll learn best practices for team meetings, how to determine if you have the right people in the right roles, and when it might be time to add a team member. You’ll also find tips on clearly communicating the team’s mission, ensuring everyone is motivated to achieve it, and much more.

 

Elevate Your Team's Productivity With These Tools and Strategies

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Julie Genjac

Vice President and Managing Director, Applied Insights

Throughout her 20 years in the business, Julie Genjac (Jen-Jack) has developed extensive expertise in practice management, with a particular passion for helping leaders hire, retain and develop talent. As a Certified Advanced Corporate Coach, she helps financial professionals and teams around the country optimize their practice by enhancing their efficiency and effectiveness.

Julie regularly speaks to financial professionals on business development and teaming, and also presents at client events on topics such as long-term demographic and lifestyle changes associated with retirement. She co-hosts the Hartford Funds Human-centric Investing Podcast, featuring thought leaders from inside and outside the industry.

Learn More >

Resource icon Resources

Small Team Changes, Big results

Workbook

Presentation

Webpage

Redefining Your Team Dynamic

Workbook

Presentation

Webpage

Click here to order materials

Julie Genjac

Julie Genjac

Julie engages and educates financial professionals and their clients about emerging opportunities in financial services. These opportunities range from practice management and team dynamics to anticipating and preparing for long-term demographic and lifestyle changes. Julie is also the co-host of the Hartford Funds Human-centric Investing Podcast, which features conversations with thought leaders from inside and outside the financial-services industry.

More about Julie

Related Resources

Better Prospecting
Next in Line? 4 Tips to Smoothly Transition Team Leadership
If the leader of your practice is retiring, and you’re taking over, learn how to make an effective transition
Better Prospecting
How to Create Team Roles and Responsibilities
Can each of your team members articulate what their primary responsibilities are, and how they're measured?
Practice Management
How to Create an Annual Team Offsite Agenda
Establishing and executing on your strategic objectives
Practice Management
How to Create Team Meeting Structure
Team meetings help each team member understand their importance to the health and communication flow of the team
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