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Many teams struggle because they don’t consistently get all their team members together to explore how they could become more effective. Why? They’re super-focused on their numbers, on prospecting, and on retaining clients. While those activities are essential, teams should take time, at least once a year, to discuss three key factors: people, processes, and principles. Doing so can boost team collaboration, innovation, and job satisfaction.
|Resources for Financial Professionals|
Financial Professional Presentation
Financial Professional Worksheet
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|1||Download the financial professional workbook|
|2||If you find this information to be of value, contact your Hartford Funds team about how this content could help your team|
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