• Account Access
  • Contact Us

    Pre-Sales Support

    Mutual Funds and ETFs - 800-456-7526
    Monday-Thursday: 8:00 a.m. – 6:00 p.m. ET
    Friday: 8:00 a.m. – 5:00 p.m. ET

    ETF Trading Support - 415-315-6600
    Monday-Friday: 9:30 a.m. – 5:00 p.m. ET

    Post-Sales and Website Support
    888-843-7824
    Monday-Friday: 9:00 a.m. - 6:00 p.m. ET

  • Advisor Log In

The Three People You Need on Your Team

March 2019 
by Julie L. Genjac

When you look at your business, you may wonder what you need to catapult your team to the next level.

While there is rarely one simple answer, there are always a few things that ring true about successful teams: they have a great leader, the team works cohesively and collaboratively, and each team member is working toward a clear, common purpose.

These same successful teams usually also have three key roles that are filled: the Finder, the Grinder, and the Minder. The Finder is constantly engaged in new business acquisition strategies and responsible for drumming up new business and leads. The detail-oriented, task-driven Grinder gets things done, day in and day out. The Minder is great at building and nurturing relationships, oversees the team, and manages processes.

Here’s how you can make sure each of these roles is being filled on your team, and by the right person:

1. Consider the responsibilities of each team member, as well as their strengths and weaknesses. Ask yourself if the responsibilities, strengths, and weaknesses of each team member are aligned, and if they parallel any of the Finder, Minder, or Grinder roles. This preliminary step will allow you to have the open and honest conversations necessary in step 2.

2. Ask each team member to define his or her strengths, gaps, and passions. The insight into what drives each of the team members, and where they think they excel, can provide the groundwork for altering roles. In addition, did their feedback match your own conclusions? Sit down and discuss with each team member any possible disconnects between what you see and their responses.

3. From these two exercises, consider any modifications that could be made to team member responsibilities to create more synergy amongst the team, and provide higher job satisfaction. For example, if a person who has been put in a Finder role but is clearly not passionate about it, look at whether there is another member of the team who is well connected in the community. Could these two individuals work together to drum up new business? 

Successful teams require work and attention. By implementing a process to ensure your team is efficient, you allow for a clarity and sense of purpose that can produce results in your client experience and for your practice.

Julie L. Genjac
Managing Director, Strategic Markets

Julie L. Genjac is a Managing Director, Strategic Markets for Hartford Funds. She works with Financial Advisors in a practice management capacity, including engaging and educating advisors and their clients about current and emerging opportunities in the financial services marketplace. These range from areas such as retirement-income planning, investment planning, and charitable giving, to anticipating and preparing for long-term demographic and lifestyle changes.

Julie joined the organization in 2018. Prior to joining the company, she was senior vice president, director of practice management & professional development at D.A. Davidson & Co. Julie’s many responsibilities included the creation and implementation of all advisor coaching and training programs to enhance productivity and the client experience. She began her career at UBS PaineWebber and transitioned to become a wealth management financial planner at Wells Fargo. She is a registered representative of Hartford Funds Distributors and is FINRA Series 7 and 66 registered. She holds her WA state insurance license and is a Certified Wealth Strategist, Accredited Asset Management Specialist, and Registered Corporate Coach.

Originally from Bellevue, Washington, Julie attended the University of Washington where she received a bachelor’s degree in economics. She currently lives in Kirkland, WA, with her husband, Nedim.

Check the background of this firm/individual on FINRA's BrokerCheck.




Julie Genjac is a registered representative of Hartford Funds Distributors, LLC.

Check the background of this firm/individual on FINRA's BrokerCheck.

211142