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Periodization
Boot Camp:

Chicago
September 24-25

Southern California
October 24-25

Atlanta
November 14-15

Dallas
January 16-17
The interaction between the manager and advisor has the greatest impact on the development and retention of successful advisors.

A study of professional firms found the number one factor affecting performance and associate satisfaction is coaching from their direct supervisor.

Ultimately, advisor production and retention are determined by the effectiveness of the manager. The key to strong consistent performance and effective management is coaching.

Strategic Breakthroughs Leader as Coach workshop is designed to dramatically improve the leadership and coaching capabilities of Sales Managers, General Agents and Managing Directors. The workshop increases effectiveness by addressing both the thinking and the actions that contribute to high performance, as well as developing proven coaching techniques that get results.

Key Learning Points

  • Developing management and Leadership Capabilities
  • Building the Courage to Confront
  • Establishing Performance Expectations as a foundation for the coaching relationship
  • Understanding Accountability and how to use it to motivate & improve results
  • Applying Consequences that shape behavior and results
  • Handling Conflict in a way that maximizes results and builds relationship
  • Applying a proven Coaching Model
  • Building effective Coaching Skills that shape productive behavior
  • Facilitating Teamwork & Collaboration

Benefits

  • Increased accountability and ownership
  • Greater advisor satisfaction and productivity
  • Enhanced organizational communication
  • Improved retention
  • Better performance-based conversations
  • Increased focus on activity & results
  • Increased production

To learn more click here.

     
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