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By Julie Genjac
So, you’re in charge of a team, but you wonder many things about it. Are the members motivated, stressed out, or bored? Do they understand the mission? Is each team member the right fit? Getting these answers isn’t always easy because team dynamics can be quite complex.
Our team resources can help. You’ll learn how to plan effective team meetings, determine whether you have the right people in the right roles, and decide if it’s time to add or replace a member. You’ll also learn how to clearly communicate the team’s mission and help ensure that everyone is motivated to achieve it.
|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
|TEAM COMMUNICATION PLAN: Making the most of internal meetings
> How to Create Team Meeting Structure
> How To Stop Killing Innovation in Your Office
> Lessons That Seasoned Financial Professionals Offer to Less Seasoned Financial Professionals
| THE POWER OF ANNUAL PLANNING: Preparation, Execution and Accountability
> How to Create an Annual Team Offsite Agenda
> New Year, New Batteries, New Business Plan
| EXPANDING YOUR TEAM: Who, What and When?
> How to Determine if You Need to Add a New Team Member
> Lessons That Less Seasoned Financial Professionals Offer to Seasoned Financial Professionals
> Best Practices When Bringing a New Financial Professional Onto Your Team
|Resources to enhance team productivity|
Small Team Changes, Big results
Redefining Your Team Dynamic
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.
Download the Teams Overview flyer
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