• Products
  • Insights
  • Practice Management
  • Resources
  • About Us
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

Workbook

Presentation

Webpage

Redefining Your Team Dynamic

Workbook

Presentation

Webpage

Click here to order materials >

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 >

Next Steps

Choose one of the 4 areas above, then click the links to get insights

3313680

The material on this site is for informational and educational purposes only. The material should not be considered tax or legal advice and is not to be relied on as a forecast. The material is also not a recommendation or advice regarding any particular security, strategy or product. Hartford Funds does not represent that any products or strategies discussed are appropriate for any particular investor so investors should seek their own professional advice before investing. Hartford Funds does not serve as a fiduciary. Content is current as of the publication date or date indicated, and may be superseded by subsequent market and economic conditions.

Investing involves risk, including the possible loss of principal. Investors should carefully consider a fund's investment objectives, risks, charges and expenses. This and other important information is contained in the mutual fund, or ETF summary prospectus and/or prospectus, which can be obtained from a financial professional and should be read carefully before investing.

Mutual funds are distributed by Hartford Funds Distributors, LLC (HFD), Member FINRA|SIPC. ETFs are distributed by ALPS Distributors, Inc. (ALPS). Advisory services may be provided by Hartford Funds Management Company, LLC (HFMC) or its wholly owned subsidiary, Lattice Strategies LLC (Lattice). Certain funds are sub-advised by Wellington Management Company LLP and/or Schroder Investment Management North America Inc (SIMNA). Schroder Investment Management North America Ltd. (SIMNA Ltd) serves as a secondary sub-adviser to certain funds. HFMC, Lattice, Wellington Management, SIMNA, and SIMNA Ltd. are all SEC registered investment advisers. Hartford Funds refers to HFD, Lattice, and HFMC, which are not affiliated with any sub-adviser or ALPS. The funds and other products referred to on this Site may be offered and sold only to persons in the United States and its territories.

© Copyright 2024 Hartford Funds Management Group, Inc. All Rights Reserved. Not FDIC Insured | No Bank Guarantee | May Lose Value