
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.
29:07
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Quick takeaways
- Daily meetings provide a platform for team members to address immediate workflow challenges and set the tone for effective communication and collaboration throughout the day.
- Weekly meetings offer an opportunity for team members to reflect, plan, receive feedback, celebrate achievements, strengthen connections, and discuss creative ideas to enhance the client experience.
Deep dives
Daily Meetings: Managing Workflow and Communication
In this podcast episode, the importance of daily meetings for financial advisor teams is discussed. These meetings provide a platform for team members to come together and discuss workflow breakdowns, capacity issues, priority shifting, and client feedback. It is emphasized that these daily meetings should be brief, lasting only a few minutes, and focus on addressing immediate workflow challenges while setting the tone for effective communication and collaboration throughout the day.
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