Field Leadership Series

Financial firms with highly productive advisors apply a consistent, systematic approach to recruitment and selection, bringing only the best candidates on board. During this highly interactive 4–course series, you will learn how to enhance your process for recruiting and developing talent, assess your current practices, share ideas with your peers, and develop an action plan for immediate and lasting results.

Finding the Right People gives you the tools you need to recruit and select the right associates for your firm. By focusing on the strategies implemented by the most productive agencies as measured by first year commissions, this one-day workshop provides strategies that will dramatically improve the way you recruit new associates into the business. Learn more.

Building the Right People gives you the tools you need to help new associates rise to the challenge. Based on the three C’s for fast start success — consistency, compassion, and connections — this one-day workshop provides strategies that will dramatically improve the way you launch new associates into the business. Increasing new associate retention, productivity, and profitability is possible. Learn more.

Keeping the Right People reveals the winning strategies high-performing organizations use to retain their top performers. Based on the best practices of the masters of firm building —whose firms have retention rates well over industry averages—this one-day workshop identifies strategies you can use immediately to strengthen relationships with your top producers and provide the value-added support they say directly impacts retention. There’s no substitute for experience. Don’t let yours walk out the door. Learn more.

We have taken the load off of you and built an inexpensive, one-day workshop designed to teach sales managers and leaders the skills they need to recruit and select candidates with the strongest potential for success. Succinct and practical, the Field Leadership Series one-day format is perfect for field management meetings. Every workshop includes action planning, so field leaders leave with specific process-improvement plans. By completing the workshop with your whole management team, you will align processes across organizations. Learn more.