Build Your Dream Team
On Demand | Group Coaching | One-on-One | |
|---|---|---|---|
Dream Team Online Dashboard | ✔ | ✔ | ✔ |
CE Credit Eligibility | ✔ | ✔ | ✔ |
Community & Affiliates Access | ✔ | ✔ | ✔ |
Mindset Matters Newsletter | ✔ | ✔ | ✔ |
Access to Client Support | ✔ | ✔ | ✔ |
Welcome Package | ✔ | ✔ | ✔ |
Live Coaching Sessions | ✔ | ✔ | |
Mindset Action Plan (MAP) | ✔ | ||
Concierge Consulting | ✔ | ||
Direct Access to Your Coach | ✔ | ||
Special Extras | ✔ | ||
The Lifeboat | ✔ |
Who is Build Your Dream Team For?
This program is designed for Advisors who want to effectively build, lead, manage, develop, and motivate their advisory team. It will help you bring order and structure to an area of the business most Advisors identify their single least favourite part of running a business. There IS a better way to simplify and manage your team.
This program is designed specifically to:
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Identify Your Optimal Team Structure
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Create Clarity Through Defined Roles
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Know How to Effectively Add & Integrate New Hires
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Respectfully Realign Clients to Others
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Fully Leverage & Integrate Your CRM
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Organize & Clean Up Your Team Shared Drives
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Adopt Protocol for Email, Texting & Instant Messaging
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Achieve Your Vision with Structured Leadership
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Increase Team Accountability & Engagement
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Fully Activate Your Team to Support Your Vision
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Attract, Grow & Keep Talented Professionals
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Reduce Stress Related to Team Management
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Have a little more FUN Managing Your Team
This program is best suited for Financial Advisors, Partners and Business Managers who want to implement well-defined best practices to effectively lead, manage and motivate their team.
CE Credit Eligibility
Canada:
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10 FP Canada - Approved CE Credits (5 Financial Planning & 5 Practice Management)
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16 MFDA - Approved CE Credits (11 Professional Development & 5 Business Conduct)
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16 IIROC - Approved CE Credits (16 Professional Development)
USA:
Stay tuned for updates on CE eligibility for US Program Participants!
What's Included...
What Will I Learn About?
The BUILD YOUR DREAM TEAM curriculum is as follows:
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Your Advisory Blueprint - Map Out Your Team Structure
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Clearly Define Roles - Develop Job Descriptions for Each Team Member
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New Hires & Team Expansion - Be Strategic with New Hires and Expansion
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New Hire Onboarding - An Organized, Professional Approach
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New Hire Integration - Set Your New Team Member up for Success
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Client Transition Process - An Effective Approach to Transition Clients to a New Advisory Team
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Client Realignment Process - A Client-Friendly Experience to Being Introduced to a New FA
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Capture Your Intellectual Property - Document Your Recipe For Success (Procedures Manual)
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Communication Protocol - Have a Plan for Efficiency & Organization
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Full CRM Integration – Fully Harness the Engine of Your Practice
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Annual Strategic Planning Session – Align the Entire Team with Your Vision
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Quarterly Strategic Meeting – A 90-Day Check Point to Keep Everyone on Track
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The Weekly Team Meeting - A Continuous, Predictable Approach to Solid Team Communication
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Promote Professional Growth – Attract, Grow & Keep Terrific Team Members
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Align Compensation – Reward & Acknowledge in a Variety of Ways
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Exceptional Leadership Model - Take Great Care of Your Biggest Asset - Your Team
