Lead, Motivate, and Inspire a Team of 50 Financial Advisers with Alana Collinson
Oct 15, 2024 ·
39m 26s
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Description
Podcast guest Alana Collinson is the operations manager of: https://www.financialindependence.co.nz/ Chapters 00:00 Building a Strong Team Culture 03:02 Hiring for Values vs. Performance 06:00 Creating a Collaborative Environment 08:57 Managing...
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Podcast guest Alana Collinson is the operations manager of: https://www.financialindependence.co.nz/
Chapters
00:00 Building a Strong Team Culture 03:02 Hiring for Values vs. Performance 06:00 Creating a Collaborative Environment 08:57 Managing Underperformance and Expectations 12:08 The Importance of Clear Communication 15:10 Training and Development for New Advisors 17:53 Understanding Client Psychology 21:02 Navigating Client Objections 24:01 The Economics of Insurance Advisory 26:56 Integrating Life and General Insurance 29:56 Building a Custom CRM System
show less
Chapters
00:00 Building a Strong Team Culture 03:02 Hiring for Values vs. Performance 06:00 Creating a Collaborative Environment 08:57 Managing Underperformance and Expectations 12:08 The Importance of Clear Communication 15:10 Training and Development for New Advisors 17:53 Understanding Client Psychology 21:02 Navigating Client Objections 24:01 The Economics of Insurance Advisory 26:56 Integrating Life and General Insurance 29:56 Building a Custom CRM System
Information
| Author | Jordan Greville |
| Organization | Jordan Greville |
| Website | - |
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