The Right People
Even if you do everything else right (have the right systems in place, track and hold your advisors accountable and provide the right training) if you don’t have the right people in place, it will be difficult to achieve meaningful improvement.
Sometimes this can be solved by having specific advisors focus on certain marketing and sales activities they can be successful at but may not have been exposed to. Sometimes, paring advisors up could be the solution. Other times, it could make sense to have specific advisors become servicing advisors and hire other people who are better suited to growing your business. It all depends on your business goals and the kind of people you currently have on staff.
Depending on your situation, the solution we provide is:
1
Get to know what your current situation is and what your goals are.
2
Get to know your advisors and what motivates them. Part of this process includes a in-depth diagnostic to determine what really makes your people tick.
3
Provide the training they need that would be most effective given your goals and their skills and motivations.
4
When appropriate, discuss with you the results of our assessment and suggest your options and the best course of action. Whatever decision you make, we’ll help you get it done. If you decide you’d like our help hiring growth-oriented advisors, we’re happy to take that on.