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• Identify one project, business change or activity that worked well last year.
• Identify one area you feel the team can most improve next year.
• Identify one quality you most admire about each team member.
• Each person shares the one project, business change or activity that worked well.
• What is our one-year client acquisition goal?
• Where do we see ourselves in five years?
• What could get in the way of reaching these goals?
• What is our ideal client in terms of assets, life stage and other criteria?
• Where are the biggest opportunities to attract ideal clients to our practice?
• What could go into a marketing scorecard to measure our actions?
• What would we like to accomplish with digital marketing next year?
• Are there ways to better highlight our team members through video or podcasting?
• What are examples of businesses (non-financial) that provide exceptional service?
• Are there refinements that need to be made to our top client service model?
• How could we better systematize the little things? (lunches, handwritten notes, etc.)
• What in-person client events should we host next year?
• Where are our weak spots in providing comprehensive wealth management?
• What new products or services can we explore for our clients?
• What changes should we anticipate to our portfolios next year?
• Are there new investment-related technologies we should embrace?
• How would each of us describe the team’s vision, mission and values?
• How could we better understand and adapt to each other’s personality styles?
• Are there elements of our team meetings and performance reviews that need work?
• What team-building activities would be fun and productive next year?
• What is one specific area you’d like to improve in the coming year, professionally?
• What is one specific area you’d like to improve in the coming year, personally?
• What can we do to encourage and support each other’s growth?
![](https://www.wealthmanagement.com/sites/wealthmanagement.com/files/styles/gal_landscape_main_2_standard/public/team-agenda-items-intro.jpg?itok=JJEF6rV_)