The million-dollar financial advisor team
Subtitle: best practices from top performing teams
By: by David J. Mullen, Jr
Published: 2018
Language: eng
Number of pages: 292
ISBN-13: 9780814439203
Subjects: Teams in the workplace; Financial services industry; Financial planners; Business communication
Notes: Includes index.
Table of contents: title: Introduction; title: The case for teams; title: Forming a high functioning team; title: Create a vision; title: Assigning roles and responsibilities; title: Performance reviews and measurements; title: Team compensation; title: Team communication; title: Best practices for hiring; title: The product : a world class offering; title: Building a marketing division; title: Developing processes; title: Team leadership; title: Highly functioning team case studies; title: Appendix A: Team best practices checklist; title: Appendix B: Process gap analysis form.