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

By Julie Genjac, Vice President and Managing Director Applied Insights

Is your team aligned in their efforts, with seamless communication and consistent team meetings? Are roles and responsibilities well-documented and regularly updated? Does your team embody a positive culture, understanding the main business goals for the upcoming year? Achieving a "yes" to these questions can be challenging due to the complexity of team dynamics.

Our team resources cater to various roles and offer insights into holding more effective team meetings, assessing optimal roles, deciding when to add team members, and provide tips for clear communication of the team's mission to maintain motivation. Explore these resources for comprehensive guidance.


4 Keys to Improve Team Efficiency

1 ROLES AND RESPONSIBLITIES: Documented and Measurable

> How to Create Team Roles and Responsibilities

> Finders, Grinders, and Minders: 3 People You Need on Your Team

> Next in Line? 4 Tips to Smoothly Transition Team Leadership

2 TEAM COMMUNICATION PLAN: Making the most of internal meetings

> How to Create a Team Meeting Structure

> How To Stop Killing Innovation in Your Office

arrow THE POWER OF ANNUAL PLANNING: Preparation, Execution and Accountability

> How to Create an Annual Team Offsite Agenda

> New Year, New Batteries, New Business Plan

> Sample Team Offsite Agenda for Established Teams

arrow EXPANDING YOUR TEAM: Who, What and When?

> How to Determine if You Need to Add a New Team Member

> To Team or Not to Team

> Lessons That Less Seasoned Financial Professionals Offer to Seasoned Financial Professionals

> Best Practices When Bringing a New Financial Professional Onto Your Team


Resource icon Resources to enhance team productivity

Small Team Changes, Big results




Redefining Your Team Dynamic




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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 >

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