Every day, financial firms are building their teams with young, eager advisors and junior advisors looking to make their mark and catapult their careers. All too often, young advisors have focused heavily on learning the profession and are ill-equipped when it comes to business networking, relationship building, and overall successful productivity habits.
Do you have a group of young advisors who all need to learn how to network effectively, build COI relationships and ask for referrals? Or maybe you have a group of people in your office who all need to sharpen their productivity skills so they can get more done in their day.
We can help. We know that when a team all rows in the same direction, you get more power, generate more speed, and ultimately get to your destination more quickly. Our interactive, educational team coaching experience will be customized to fit exactly what you need. Together, two professionally trained productivity coaches…Michelle Donovan, a Referral Productivity Coach and Patty Kreamer, a Life Productivity Coach, will create the content to support the needs of your team. Capitalizing on expert knowledge, the group dynamics, and creative content, this coaching environment provides a solid platform for professional growth. We strive to create a culture of productivity™ in your firm while capitalizing on collaboration and sharing.