This boot camp is designed to provide advisors on the management career track the skills, behaviors and mindsets essential for growing and managing successful teams, whether focused on leading a team of advisors within the firm or on the growth of an individual practice. It is a lively, interactive session that will help align your goals and abilities with those of an effective manager and implement new tools and systems to drive growth and profitability.
Leadership
• Five critical roles of leadership
• Competencies and behaviors that drive success
• Creating a winning culture
Time/Role Distribution
• Time spent vs. time needed
• Time blocking for each role
Setting the Course
• Setting goals for and with people
• Converting goals into specific activities and behaviors
• Tracking and using systems to monitor progress
Staging Effective Meetings
• Setting an agenda: the up-front contract
• Managing the discussion
• Obtaining agreement
Understanding People
• The Success Triangle
• Crucial elements of success
• Decision filters
• Identity/Role Theory
• Building effective relationships
Seismic Shifts
• Biggest mistakes advisors make transitioning to sales management
• Cultivating new mindsets
• Enhancing your script from “I” to “We”
• Manager or leader?
Effective Communication
• Purpose
• Clarity of objectives
• Active listening techniques
• Primary Sensory Dominance