The million-dollar financial advisor team : best practices from top performing teams / David J. Mullen, Jr.
By: Mullen, David J., Jr [author.].
Publisher: New York : Harper Collins Leadership, an imprint of HarperCollins, ©2018Description: x, 292 pages : 24 cm.Content type: text Media type: unmediated Carrier type: volumeISBN: 9780814439203 (hardcover).Subject(s): Financial planners | Financial services industry | Business communication | Teams in the workplaceGenre/Form: Print books.Current location | Call number | Status | Date due | Barcode | Item holds |
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On Shelf | HG179.5 .M855 2018 (Browse shelf) | Available | AU00000000013311 |
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Includes index.
Introduction -- The case for teams -- Forming a high functioning team -- Create a vision -- Assigning roles and responsibilities -- Performance reviews and measurements -- Team compensation -- Team communication -- Best practices for hiring -- The product : a world class offering -- Building a marketing division -- Developing processes -- Team leadership -- Highly functioning team case studies -- Appendix A: Team best practices checklist -- Appendix B: Process gap analysis form.