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|
|TEAM COMMUNICATION PLAN: Making the most of internal meetings|
|THE POWER OF ANNUAL PLANNING: Preparation, Execution and Accountability|
| EXPANDING YOUR TEAM: Who, What and When?
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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