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Determine why your team may be underperforming and how to change it

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.

 

Teams Resources:

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

2 TEAM COMMUNICATION PLAN: Making the most of internal meetings

> How to Create Team Meeting Structure

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

 

Julie Genjac

Julie is a Managing Director of Strategic Markets for Hartford Funds. She works with financial professionals in a practice management capacity, including engaging and educating financial professionals and their clients about current and emerging opportunities in the financial- services marketplace. She is a registered corporate coach and has spent the last two decades helping hundreds of financial professional teams create a vision for their practice and serving as their accountability partner in order to execute on that vision.

Next Steps

1 Download the Teams Overview flyer
2 If you find this information to be of value, contact your Hartford Funds advisor consultant about hosting a workshop for your team, complex, or region

Teams Overview Flyer

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