Secrets of Successful Advisors℠ with Ken Haman

It’s Time for More Team Meetings!

Aug 28, 2023
The podcast discusses the importance of team meetings for financial advisors, exploring how the concept of the heroic advisor clashes with team dynamics. It also highlights the characteristics and preferences of individuals in a team, emphasizing the need for empowering meeting approaches. Additionally, it emphasizes the importance of daily team meetings for managing workflow and communication, comparing them to a football huddle. Lastly, it discusses the value of quarterly team meetings in enhancing client experience and fostering creative thinking for future adjustments.
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