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Practice Management
Being a financial professional requires a diverse set of business skills. This section is devoted to providing insight and information on serving diverse constituencies while promoting solid business practices that will enhance the productivity and profitability of financial services professionals.
Building Trust Between Team Members
Creating a trusting environment between team members, the power of "expectation," and the role of ethics in leadership are all addressed during this insight-filled discussion featuring Steve Anderson, CLF®, Senior Executive Vice President and National Sales Manager with Waddell & Reed and Glenn Boseman, CLF®, CLU®, Dean of the Irwin Graduate School, holder of the Roger Hull-James S. Bingay Chair of Leadership and Professor of Leadership at The American College.
Recent Practice Management Videos
Practice management coaches from PEAK talk about ways financial advisors can describe themselves that help to differentiate their businesses from competitors.
Brian Anderson, Editor of Life Insurance Selling magazine talks about what makes for a great interview and how editors select topics for their magazines.
Steve Anderson, CLF®, a Senior Executive Vice President with Waddell and Reed talks about the transition employees face when they go from being a manager to being a leader.
Ron Carson, Founder and CEO of PEAK talks about the problems that can arise when a client needs to end a business relationship with a family member.
Steve Anderson, CLF®, a Senior Executive Vice President with Waddell and Reed defines leadership, identify competencies, and shares his views on whether leadership can be learned.
Dr. Peggy Marshall, Director of Coaching Strategy at Nationwide Financial Services talks about the coaching relationship and the ways it can evolve, succeed or fail.
Mission statements and value propositions are discussed and demonstrated by Matthew Halloran, a Certified Life Coach and Practice Management Coach with PEAK.
John Natoli, a Deputy Managing Partner with the MassMutual Financial Group talks about how to set performance expectations for both new and seasoned associates.
John Natoli, a Deputy Managing Partner with the MassMutual Financial Group discusses the benefits of successful interactions between new and tenured associates.
Ron Carson, Founder and CEO of PEAK talks about closing the sale and what to do when a client says, "I want to think about it."