Many wealth management firms have left a level of potential untapped: mastering the power of teamwork.
It’s the accomplishments of that team, running on all cylinders and driving toward a unified vision, that propels phenomenal success. But getting to that level isn’t always easy.
It takes building, supporting, and nurturing extraordinary talent. And developing a structure where teamwork and collaboration become a natural part of the work environment.
That’s why we invited one of the top coaches in the industry, John Bowen, to join us on the show.
His firm, CEG Worldwide, just completed a study of what it takes to build your “Dream Team.”
“The Dream Team Effect,” as John calls it, is one of the major factors that drives success in everything from growth to client retention to long-term success.
And the impact is tangible when you look closely at the foundation of team dynamics and tap into the power therein.
In this episode with Louis Diamond, John offers actionable advice on mastering the art of team dynamics, including:
- Why the right team has such an incredible impact on the bottom line.
- How the different stages of team development need to be part of your strategy.
- What key traits to look for in team members.
- Why relying on the “high performers” isn’t always the right tactic.
- What those who like operating as a lone wolf need to know.
- And, ultimately, the key things you need to know—whether you’re an advisor who is building or managing a team or a business owner looking to take your firm to the next level.
Plus, John shares his proprietary Dream Team framework to get you started on your way—with key graphics, so be sure to check out the video, too. Consider it your free coaching session with one of the industry’s finest!
