How do you really know if your team(s) is functioning at the optimum level?
Does your staff seem to be struggling with the workload?
Have you considered you might have the right people, but they could be in the wrong roles?
Click below to take the team survey and receive your free team report detailing what type of team you have.
We are committed to helping you deliver best-in-class client service, increase revenue, and maintain profit margins, so every member on your team must be operating at their highest and best use.
Our Team Performance Consulting reviews your current human capital assets in detail to analyze teams at a micro and macro level and assess the synergy of each team member, individual client service team units, and the organization as a whole. Some of the possible positive side effects of this analysis include preventing employee burnout, making better hires, and reducing overall turnover.
Our consulting services are available to those firms that:
- • Are growing;
- • Have 5 or more staff members;
- • Believe that employees are one of a firm's greatest assets;
- • Open to changing the way they approach human capital;
- • Comfortable making tactical and strategic organizational decisions
Learn the ins-and-outs of recruiting, hiring, and training talent.
Check out our recently-released 9-part course, “Building Your Dream Team: Recruiting, Hiring, and Retaining Talent in Financial Planning.”
» How the financial planning industry is changing, and how that impacts your hiring lifecycle
» Our process for recruiting
» How to correctly make an offer to applicants
» How to get rockstar hires that stay with your company