Pre-Sales Support
Mutual Funds and ETFs - 800-456-7526
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Friday: 8:00 a.m. – 5:00 p.m. ET
Post-Sales and Website Support
888-843-7824
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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
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 |
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TEAM COMMUNICATION PLAN: Making the most of internal meetings | |
THE POWER OF ANNUAL PLANNING: Preparation, Execution and Accountability > How to Create an Annual Team Offsite Agenda |
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EXPANDING YOUR TEAM: Who, What and When? > Lessons That Less Seasoned Financial Professionals Offer to Seasoned Financial Professionals > Best Practices When Bringing a New Financial Professional Onto Your Team
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Resources to enhance team productivity |
Small Team Changes, Big results
Redefining Your Team Dynamic
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.
Next Steps
Choose one of the 4 areas above, then click the links to get insights